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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-10-25 |
Branch Locations
Purcellville, VA • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Vienna | VA | 11/2014 | 09/2016 |
| Charles Schwab & Co., Inc. | Purcellville | VA | 09/2016 | Present |
| Charles Schwab Bank | Reston | VA | 09/2016 | 11/2023 |
| Td Ameritrade, Inc. | Reston | VA | 02/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
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