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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-01 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • 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. | Phoenix | AZ | 10/2011 | Present |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 10/2015 | 07/2019 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-27 |
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