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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 | 2017-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Trust | Palo Alto | CA | 08/2015 | 05/2017 |
| Charles Schwab & Co., Inc | Los Altos | CA | 06/2017 | Present |
| Charles Schwab Bank | Los Altos | CA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-07 |
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