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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| PA | RA | APPROVED | 2013-11-15 |
Branch Locations
200 West Lancaster Ave, Wayne, PA 19087-4046 • 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. | Wayne | PA | 12/2008 | Present |
| Charles Schwab Bank, Ssb | Wayne | PA | 12/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-25 |
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