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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 |
| WA | RA | APPROVED | 2007-12-20 |
Branch Locations
400 Westlake Ave N Suite 110, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seattle | WA | 12/2007 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 12/2007 | Present |
| Real Estate/Property Management | Seattle | WA | 01/2014 | Present |
1) REAL ESTATE/PROPERTY MANAGEMENT, SEATTLE, WASHINGTON, NOT INVESTMENT RELATED, 01/01/2014, OWNER, CONDOMINIUM RENTAL, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. 2)REAL ESTATE; 03/16/2016; ISSAQUAH, WASHINGTON; NOT INVESTMENT RELATED; OWNER; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS. 3) REAL ESTATE; 08/01/2016; PACIFIC BEACH, WASHINGTON; OWNER; NOT INVESTMENT RELATED; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS. 4)RENTAL PROPERTY; 08/01/2017;CLE ELUM, WASHINGTON; NOT INVESTMENT RELATED; OWNER; LES THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADIN HOURS.(5) 08/07/2018, JLF Holding, member, Duvall, WA Holding real estate in LLC vs personal name for protection of asset base. no other dealings. Membership is between myself and my wife. Hours per month less than 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
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