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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-05-20 |
Branch Locations
1628 Clarkson Road, Chesterfield, MO 63017 • United States
8455 Maryland Avenue Suite 100, Clayton, MO 63105-3646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 05/2005 | 03/2018 |
| Charles Schwab & Co., Inc. | Clayton | MO | 02/2019 | Present |
| Charles Schwab Bank | Clayton | MO | 02/2019 | Present |
| N/A | Saint Peters | MO | 04/2018 | 02/2019 |
1) Fort Zumwalt South Bulldogs Hockey Club | Investment Related:No|Sports/Physical Recreation|Secretary / Registrar |1/1/2025|Less than 20|0|Role update to Secretary / Registrar as the Inline and Ice Hockey programs have merged to have the same body of governance for all FZS Hockey programs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-13 |
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