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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
19499 Stevens Creek Blvd Suite 100, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Campbell | CA | 10/2002 | 12/2022 |
| Charles Schwab And Co., Inc. | Cupertino | CA | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Cupertino | CA | 11/2023 | Present |
1) Name of Outside Business: Rental; Investment Related: No; Address of Outside Business: San Jose, California; Nature of Outside Business: Rental Property; Position: Landlord; Start Date:8/15/2015; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Owner of property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-24 |
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