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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 | 2001-04-09 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • 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. | San Francisco | CA | 11/2000 | Present |
| Charles Schwab Bank | San Francisco | CA | 02/2005 | Present |
1) Tahoe Condo | Investment Related:No|11589 Snowpeak Way #220|Truckee |California|96161|USA|Real Estate (Non-Agent/Broker)|Owner|1/10/2026|Less than 20|0|I have a small condo in Lake Tahoe that I recently listed on VRBO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-29 |
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