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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-04-03 |
Branch Locations
1148 Broadway Suite 110, Tacoma, WA 98402-3589 • United States
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. | Tacoma | WA | 05/2011 | Present |
| Charles Schwab Bank | Redmone | WA | 10/2013 | 09/2017 |
| Charles Schwab Bank, Ssb | Tacoma | WA | 04/2019 | Present |
| Td Ameritrade Inc. | Tacoma | WA | 06/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-19 |
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