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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2002-03-01 |
Branch Locations
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boca Raton | FL | 01/2000 | Present |
| Charles Schwab Bank | Boca Raton | FL | 02/2005 | Present |
1) Temple Beth El | Investment Related:Yes| 333 SW 4th Ave|Boca Raton|FL|33432|USA|Nonprofit Charitable Organizations|Investment Committee|8/15/2024|Less than 20|0|I will be a member of the Temple Beth El, Investment Advisory Committee. We meet four times a year. Two in person and two virtually. Temple Beth El's money is managed at Vanguard with a discretionary money manager. My role with the rest of the committee would be a Fiduciary of Temple Beth El, to help oversee the execution of their Investment Policy Statement, and the money management at Vanguard.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-27 |
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