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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-30 |
| CA | RA | APPROVED | 2014-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2012 | Present |
| Charles Schwab Bank | Phoenix | AZ | 01/2018 | Present |
| Charles Schwab Trust Bank | Phoenix | AZ | 01/2019 | Present |
| Charles Schwab Premiere Bank | Phoenix | AZ | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-02 |
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