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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Miami | FL | 06/2010 | 12/2022 |
| Charles Schwab And Co., Inc. | Miami | FL | 12/2022 | Present |
| Charles Schwab Bank | Miami | FL | 11/2023 | Present |
1) Sunshine State Properties | Investment Related:No|Rental Services (Other than Real Estate)|Owner|7/1/2011|Less than 20|0.000000|Rental Property, 2) Kokomo Key, LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner|7/9/2021|Less than 20|0.000000|Manage AirBNB listing and bookings, maintenance of the property, 3) Tidemark, LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner|11/1/2021|Less than 20|0.000000|Manage listing, bookings, property maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
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