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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-02 |
| CO | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 10/2012 | 04/2023 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2012 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-24 |
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