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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED | 2019-01-02 |
| CA | RA | APPROVED | 2017-07-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/2015 | Present |
| Charles Schwab Bank | Phoenix | AZ | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-15 |
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