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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-11-03 |
Branch Locations
1030 Stony Hill Rd Unit 1, Yardley, PA 19067-5500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Yardley | PA | 10/2015 | Present |
| Charles Schwab Bank, Ssb | Yardley | PA | 10/2015 | Present |
| Td Ameritrade, Inc. | Philadelphia | PA | 08/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
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