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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2000 | Present |
| Schwab Wealth Advisory | Phoenix | AZ | 12/2022 | Present |
1) Rental Income|Investment Related: No|11260 N. 92nd Street, Scottsdale, AZ, 85260, USA|Real Estate (Non-Agent/Broker)|Owner|3/30/2011|Less than 20 hour/month - 0 during trading hours|Owner of rental property., 2) Rental Income|Investment Related: No|23439 N. 22nd Street, Phoenix, AZ, 85024, USA|Real Estate (Non-Agent/Broker)|Owner|11/17/2014|Less than 20 hour/month - 0 during trading hours|Owners of rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-30 |
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