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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| AZ | RA | APPROVED | 2022-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2000 | Present |
| Charles Schwab Bank | Phoenix | AZ | 10/2014 | 03/2022 |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 03/2022 | Present |
1) Valley of the Sun Figure Skating Club | Investment Related:Yes|411 S. Packard Dr. |Tempe|Arizona|85288|USA|Nonprofit Charitable Organizations|Treasurer |7/1/2025|Less than 20|0|Provide bookkeeping and accounting services for the benefit of the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-07 |
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