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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 |
| CA | RA | APPROVED | 2000-04-18 |
Branch Locations
1704 Redwood Highway, Corte Madera, CA 94925 • 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. | Corte Madera | CA | 09/1998 | Present |
| Charles Schwab Bank | Corte Madera | CA | 02/2005 | Present |
1) Not Applicable|Investment Related: No|56 Martens Blvd, San Rafael, CA, 94901, USA|Real Estate (Non-Agent/Broker)|Co-owner|8/1/2016|Less than 20 hour/month - 0 during trading hours|I own one residential real estate rental property as a 10% owner with my father who is 90% owner. I receive a very small amount of rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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