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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-26 |
| WA | RA | APPROVED | 2021-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Shwab & Co., Inc | Pittsburgh | PA | 07/2011 | 10/2017 |
| Charles Schwab Bank | Pittsburgh | PA | 07/2011 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Shelton | CT | 10/2017 | 04/2021 |
| Bank Of America, N.A. | Shelton | CT | 10/2017 | 04/2021 |
| Charles Schwab & Co., Inc. | Seattle | WA | 04/2021 | Present |
| Charles Schwab Bank, Ssb | Seattle | WA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-28 |
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