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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2015-09-08 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Sugar Creek, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Richfield | OH | 05/2007 | Present |
| Charles Schwab Bank | Sugar Land | TX | 07/2009 | 01/2020 |
1) Independent Contractor - OHSAA Basketball Official|Investment Related: No|Sports/Physical Recreation|Basketball Official/Referee|1/18/2024|Less than 20 hour/month - 0 during trading hours|Referee Junior and High School Basketball Contests 2) SAABAR LLC|Investment Related:No|9870 Golf Course Rd. NW;Sugarcreek;OH;44681;USA|Agriculture/Forestry/Fishing|Owner|2024-07-11|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Silent Partner - Investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-16 |
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