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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-26 |
| CA | RA | APPROVED | 2019-06-27 |
| TX | RA | APPROVED_RES | 2019-01-07 |
Branch Locations
7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • 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. | Scottsdale | AZ | 04/2000 | Present |
| Charles Schwab Bank | Scottsdale | AZ | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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