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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 |
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chandler | AZ | 03/2015 | 09/2021 |
| Charles Schwab Bank, Ssb | Tucson | AZ | 10/2018 | Present |
| Td Ameritrade Investment Management, Llc. | Tucson | AZ | 09/2021 | 06/2024 |
| Td Ameritrade, Inc. | Tucson | AZ | 09/2021 | 06/2024 |
| Charles Schwab & Co., Inc. | Tucson | AZ | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-23 |
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