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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-03 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
11800 Schwab Way, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 10/2007 | 06/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2018 | Present |
| Charles Schwab Bank | Westlake | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-28 |
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