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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-05 |
| OH | RA | APPROVED | 2015-01-02 |
Branch Locations
4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Austin | TX | 02/2013 | Present |
| Charles Schwab Bank | Austin | TX | 09/2025 | Present |
1) Cedar Ridge Cross Country Booster Club | Investment Related:No|Nonprofit Charitable Organizations|Vice President|8/16/2025|Less than 20|0|Assist in managing day-to-day operations for School's Cross Country Booster program. Goals are to help raise funds for the program through fund raisers to cover program costs. No investment related activities are performed. Some banking/balance sheet management activities may be needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-24 |
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