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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-07 |
Branch Locations
3570 Carmel Mountain Road Suite 120, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Upland | CA | 11/2009 | 02/2018 |
| Charles Schwab Bank, Ssb | Upland | CA | 11/2009 | 02/2018 |
| Charles Schwab & Co., Inc. | San Diego | CA | 07/2018 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 07/2018 | Present |
| Unemployed | La Verne | CA | 03/2018 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-08 |
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