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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-07-09 |
Branch Locations
525 Fulton Avenue, Sacramento, CA 95825-4812 • 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 |
|---|---|---|---|---|
| Principal | Roseville | CA | 05/2016 | 09/2016 |
| Principal Securities | Roseville | CA | 05/2016 | 09/2016 |
| Interwest Insurance Services, Llc | Sacramento | CA | 05/2017 | 02/2018 |
| N/A | Sacramento | CA | 10/2016 | 04/2017 |
| N/A | Sacramento | CA | 02/2018 | 06/2018 |
| Charles Schwab & Co., Inc. | Sacramento | CA | 06/2018 | Present |
| Charles Schwab Bank, Ssb | Sacramento | CA | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
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