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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-11 |
| AZ | RA | APPROVED | 2018-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2015 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 09/2018 | Present |
1) T 3 Holding Company, START DATE 10/31/2002, Gilbert. AZ; Management of holding company for family real estate holdings, less than 20 hours a month, not investment related. 2) Start Date = 02-01-21| Rental Property-Flagstaff| owner| Flagstaff, AZ| Hours/Month = Less than 20| owner of rental property| Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-28 |
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