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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-27 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262-8104 • UNITED STATES
201 S. Division Suite 500, 5Th Floor, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morningstar Investment Services, Inc. | Chicago | IL | 04/2013 | 11/2018 |
| Charles Schwab & Co., Inc. | Chicago | IL | 11/2018 | 01/2021 |
| Charles Schwab Bank | Chicago | IL | 11/2018 | 01/2019 |
| Charles Schwab Trust Bank | Chicago | IL | 01/2019 | 01/2020 |
| Charles Schwab Investment Advisory, Inc. | Chicago | IL | 01/2020 | 01/2021 |
| Lpl Financial Llc | Fort Mill | SC | 04/2021 | 11/2022 |
| Honeywell | Charlotte | NC | 01/2021 | 04/2021 |
| Charles Schwab & Co., Inc. | Ann Arbor | MI | 11/2022 | Present |
| Charles Schwab Trust Bank, Ssb | Ann Arbor | MI | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-29 |
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