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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-02-11 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Bristol, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | San Francisco | CA | 04/2013 | 01/2020 |
| Charles Schwab Trust Bank | San Francisco | CA | 01/2019 | Present |
| Charles Schwab Investment Advisory | San Francisco | CA | 01/2020 | 12/2021 |
| Charles Schwab & Co., Inc. | Bristol | RI | 12/2021 | Present |
1) Rental Property | Investment Related:No|130 South Village Road|West Dennis|MA|02670|USA|Real Estate (Non-Agent/Broker)|Owner of Rental Property|2/17/2016|Less than 20|0|I own a home on Cape Cod. I rent it for a few weeks in the summer through a local real estate rental agent. I must approve the rentals, but my real estate rental agent handles all the coordination. I receive the rental income., 2) Singing/Acting | Investment Related:No|No address - freelance singing/acting|San Francisco|CA|94115|USA|Entertainment Venues/Theaters|Singing/Acting|11/23/2020|Less than 20|0|I would like to take up singing and acting again as a hobby and outside business activity. Although not an exhaustive list, examples of this might be singing performances, community theater, voice over segments, documentaries, independent films, student films, short films, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-09 |
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