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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-15 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
2 disclosure categories 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. | San Francisco | CA | 12/1999 | 11/2017 |
| Quantum Capital Management | San Francisco | CA | 01/2018 | 04/2019 |
| Quantum Capital Management | San Francisco | CA | 03/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | San Mateo | CA | 04/2019 | Present |
| Charles Schwab Bank, Ssb | San Mateo | CA | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-08 |
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