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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-06-23 |
Branch Locations
130 Lake Street West Floor 01, Wayzata, MN 55391-1599 • United States
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Wayzata | MN | 06/2016 | Present |
| Charles Schwab Bank | Wayzata | MN | 06/2016 | Present |
1. Slavic Church Golgotha / non-investment related / same as residential / nonprofit charitable organization / Board Member / Dec 12, 2022 / less than 20 / 0 / Not a member of a finance committee. Responsibilities include attending monthly/quarterly meetings to discuss church related operational needs 2. MN CFA Society / investment related / 121 Eighth Street South Suite 825 Minneapolis MN 55402 / nonprofit charitable organizations / Business and Finance Committee Member / Jan 1, 2020 / less than 20 / 0 / -help review our financial statements and budget projections prior to the Board meeting, help with oversight responsibilities, suggest ways that we can improve oversight and provide better information to the Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-18 |
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