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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 | 2019-01-04 |
| ID | RA | APPROVED | 2005-09-21 |
Branch Locations
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 | Boise | ID | 09/2005 | Present |
| Charles Schwab Bank | Boise | ID | 09/2005 | Present |
| Self Employment | Boise | ID | 08/2013 | Present |
1) Rental House 1 | Investment Related:No|130 w Crestline Dr.|Boise|ID|83702|USA|Real Estate (Non-Agent/Broker)|owner|8/1/2013|Varies|0|I own a house, my wife manages and rents it., 2) Rental House # 2 | Investment Related:No|130 W Crestline Dr|Boise|ID|83702|USA|Real Estate (Non-Agent/Broker)|Owner, rental house|4/1/2014|Less than 20|0|I own a rental house, my wife manages and rents it, 3) owner rental houses 3, 4 and 5 | Investment Related:No|Real Estate (Non-Agent/Broker)|owner of rental house 3, 4 and 5|4/19/2021|Less than 20|0|I own rental homes 3, 4 and 5. My wife rents and manages 3 and 4: a rental company manages 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-09 |
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