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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-27 |
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. | Phoenix | AZ | 04/2000 | 01/2024 |
| Optionsxpress, Inc. | Phoenix | AZ | 09/2011 | 10/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2024 | Present |
| N/A | Phoenix | AZ | 02/2024 | 10/2024 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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