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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 | 2005-10-10 |
Branch Locations
200 Fourth Street Suite 100, Santa Rosa, CA 95401-6213 • United States
935 Franklin Street, Napa, CA 94559 • United States
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. | Napa | CA | 10/2005 | Present |
| Charles Schwab Bank Ssb | Napa | CA | 10/2005 | Present |
1) Rental Property | Investment Related:No|451-461 Riverside Dr|Napa|CA|94559|USA|Real Estate (Non-Agent/Broker)|Rental property|12/12/2016|Varies|0|My wife and I purchased rental property 451-461 Riverside Dr Napa CA 94559, 2) Rental Property | Investment Related:No|3420 Scenic Dr|Napa|CA|94558|USA|Real Estate (Non-Agent/Broker)|Rental Property Owner|5/6/2017|Varies|0|My wife and I purchase rental property 3420 Scenic Dr Napa CA 94558, 3) Rental property | Investment Related:No|1332/1334 Trower Ave|Napa|CA|94558|USA|Real Estate (Non-Agent/Broker)|Rental Property Owner|1/8/2020|Varies|0|My wife and I have purchased duplex at 1332/1334 Trower Ave. Napa CA 94558, 4) Investment property | Investment Related:No|4067 Tokay Dr|Napa|CA|94558|USA|Real Estate (Non-Agent/Broker)|Owner|12/16/2020|Varies|0|Townhouse investment property , 5) Investment Property | Investment Related:No|2021-2027 W Pueblo Ave|Napa|CA|94558|USA|Real Estate (Non-Agent/Broker)|Owner|4/26/2021|Varies|0|My wife and I purchased a four-plex and will keep as rental. We will manage the rental. , 6) Real Estate Owner | Investment Related:No|229 Jefferson St|Napa|CA|94559|US|Real Estate (Non-Agent/Broker)|Owner of Rental Property |10/19/2022|Less than 20|0.25|Owner of Rental Property , 7) Investment Property Owner | Investment Related:No|21 Winestone Ct|Napa|CA|94558|US|Real Estate (Non-Agent/Broker)|Owner|1/15/2026|Less than 20|0.1|Investment Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-25 |
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