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Folsom, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Roseville | CA | 04/2008 | 06/2017 |
| Charles Schwab Bank | Roseville | CA | 05/2008 | 06/2017 |
| Legacy Builders Financial, Llc | Folsom | CA | 09/2017 | Present |
Charles Ho is the co-owner with his spouse, Ashley Ho, of 6380 Bluebill Ct., a rental property. Managing the rental property accounts for less than 5% of their time. Charles Ho is the 100% owner and CEO of LKZ Group Inc. and EML Group Inc. These corporations were established to invest in real estate and pose no conflict of interest. The address of both businesses is 102 Wild Way Ct. Folsom, CA 95630. The start date of the relationship is September of 2017. The corporations are used to protect personal liability in real-estate investments and accounts for less than 5% of Charles Ho's time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-17 |
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