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900 N 12Th Avenue, Pensacola, FL 32501-3305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-15 |
| AL | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED | 2024-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Germantown | TN | 01/2015 | Present |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 04/2015 | 08/2019 |
| Charles Schwab Bank, Ssb | Germantown | TN | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-24 |
| S66 | Uniform Combined State Law Examination | 2002-08-21 |
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