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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| IL | RA | APPROVED | 2002-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Winnetka | IL | 02/2000 | Present |
| Charles Schwab Bank, Ssb | Winnetka | IL | 02/2005 | Present |
(1) C4 MANAGEMENT COMPANY LLC, INVESTMENT RELATED, NORTHBROOK, IL, ASSET MANAGEMENT, ADMINISTRATIVE MANAGER, START DATE 6/2009, LESS THAN 20 HOURS PER MONTH, NO TIME OUTSIDE OF TRADING HOURS, ADMINISTRATIVE MANAGER / INVESTMENT PORTFOLIO MANAGER. (2) 8/23/13,WEILHEIM LLC,NO,GLENVIEW,IL,REAL ESTATE/PROPERTY MANAGEMENT,CO-OWNER,LES THAN 20,0, PART OWNER OF SECOND HOME. 3) Start Date = 07-18-19| Chestnut Properties LLC| Member| Northbrook, IL| Hours/Month = Less than 20| Chestnut Properties LLC is a LLC created in effort to invest in Real Estate and hold title in the name of a LLC instead of individually or jointly with my spouse| Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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