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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-11 |
Branch Locations
11988 El Camino Real Suite 550, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | La Jolla | CA | 07/2003 | Present |
| Charles Schwab Bank | La Jolla | CA | 02/2005 | 02/2026 |
| Schwab Wealth Advisory, Inc. | La Jolla | CA | 02/2026 | Present |
Rental Property; 01/01/2016; San Diego, California; Not Investment Related; Owner; Rental of his old house; less than 20 hours per month; not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-06 |
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