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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 | 2012-12-17 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
240 Third Street Suite 100, Los Altos, CA 94022-3617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Mateo | CA | 12/2012 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 12/2012 | Present |
(1) REAL ESTATE/PROPERTY MANAGEMENT, ROUND ROCK, TEXAS, NOT INVESTMENT RELATED, 01/02/2015, OWNER, RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; (2) REAL ESTATE/PROPERTY MANAGEMENT, GEORGETOWN, TEXAS, NOT INVESTMENT RELATED, 03/08/2017, OWNER, RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; (3) REAL ESTATE/PROPERTY MANAGEMENT, GEORGETOWN, TEXAS, NOT INVESTMENT RELATED, 03/28/2019, OWNER, RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS; (4) REAL ESTATE/PROPERTY MANAGEMENT, GEORGETOWN, TEXAS, NOT INVESTMENT RELATED, 09/30/2021, OWNER, RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-08 |
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