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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 07/2013 | 02/2020 |
| Charles Schwab Bank | San Francisco | CA | 07/2013 | 02/2020 |
| Echo45 Advisors Llc | Walnut Creek | CA | 02/2020 | 03/2022 |
| Impact Fi Llc | San Francisco | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-21 |
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