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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED_RES | 2026-05-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2000 | 05/2020 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 01/2012 | 05/2020 |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 05/2026 | Present |
| Regis University | Denver | CO | 05/2020 | 03/2021 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 03/2021 | 10/2022 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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