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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| GA | RA | APPROVED | 2007-01-31 |
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. | Sandy Springs | GA | 01/2007 | Present |
| Charles Schwab Bank | Sandy Springs | GA | 02/2007 | Present |
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS| NOT INVESTMENT RELATED| CHICAGO, IL| FINANCIAL SERVICES| VICE PRESIDENT-ATLANTA CHAPTER| START DATE 08.26.2014| FOR LESS THAN 20 HOURS PER MONTH NONE DURING TRADING HOURS|EVENT COORDINATOR AND LIAISON
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-31 |
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