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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-08 |
Branch Locations
106 West Portal Ave, San Francisco, CA 94127-1306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zhiyong Stilwell Yang | San Francisco | CA | 12/2013 | 08/2019 |
| Charles Schwab & Co., Inc. | Oakland | CA | 03/2016 | 01/2021 |
| Charles Schwab Bank | Oakland | CA | 03/2016 | 01/2021 |
| Dohomes | Burlingame | CA | 04/2021 | 09/2021 |
| Sotheby's International Realty | San Francisco | CA | 04/2021 | 02/2022 |
| Keller Williams | Burlingame | CA | 03/2022 | 08/2022 |
| Fidelity Investments | Sunnyvale | CA | 09/2022 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Charles Schwab & Co., Inc. | San Francisco | CA | 03/2025 | Present |
1) San Francisco Chinese Chamber of Commerce | Investment Related:No|730 Sacramento St|San Francisco|CA|94108|USA|Nonprofit Charitable Organizations|Board Member|1/1/2015|Less than 20|0|participate in Chinese community and cultural improvement decision making, 2) 1381 Brussels LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner Manager|5/9/2026|Less than 20|0|Residential Rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-27 |
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