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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 |
| NH | RA | APPROVED | 2008-02-05 |
Branch Locations
100 Market St. 4Th Floor, Portsmouth, NH 03801 • United States
10 Main Street, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Portsmouth | NH | 01/2008 | Present |
| Charles Schwab Bank | Portsmouth | NH | 01/2008 | Present |
(1) WEBSTER AT RYE/RANNIE WEBSTER FOUNDATION, RYE, NEW HAMPSHIRE, NOT INVESTMENT RELATED, 02/18/2016, MEMBER/BOARD OF TRUSTEES, WORK WITH OTHER BOARD MEMBERS TO PROVIDE OVERSIGHT FOR THE OPERATION OF THE WEBSTER AT RYE RETIREMENT FACILITY, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-22 |
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