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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-04 |
| TX | RA | APPROVED_RES | 2019-01-04 |
Branch Locations
600 Old Country Road, Garden City, NY 11530-2045 • United States
2095 Smith Haven Plaza, Lake Grove, NY 11755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Garden City | NY | 03/2014 | Present |
| Charles Schwab Bank, Ssb | Garden City | NY | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-17 |
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