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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-22 |
Branch Locations
275 Los Gatos-Saratoga Rd., Los Gatos, CA 95030 • United States
30 South First Street, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Gatos | CA | 06/2009 | Present |
| Charles Schwab Bank | Los Gatos | CA | 06/2009 | Present |
1. RENTAL SERVICES; 03/01/2018; KIHEI, HAWAII; NOT INVESTMENT RELATED; LANDLORD; RENTING CONDO OUT; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS. 2. HOME RENTAL| NOT INVESTMENT RELATED| SANTA CRUZ, CA| RENTAL| LANDLORD| START DATE 12.01.2019 | FOR LESS THAN 20 HOURS PER MONTH, NONE DURING TRADING HOURS| MANAGEMENT OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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