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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Franklin | TN | 07/1999 | Present |
| Charles Schwab Bank, Ssb | Franklin | TN | 02/2005 | 09/2016 |
| Td Ameritrade Inc. | Franklin | TN | 09/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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