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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 |
| WA | RA | APPROVED | 2011-10-27 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 10/2011 | Present |
| Charles Schwab Bank, Ssb | Bellevue | WA | 10/2011 | Present |
(1) Jinnelle LLC | not investment related | Seattle, Washington | start date 01/24/2019 | member, 50% owner | spouse bakes and sells small food/bakery items | less than 20 hours per month | none during securities trading hours; (2) Sander Properties, LLC | not investment related | Seattle, Washington | start date 12/16/1998 | family member only of parents' business (renting out small offices) | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-28 |
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