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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-08-07 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 06/2016 | Present |
| Charles Schwab Bank, Ssb | Bellevue | WA | 04/2018 | Present |
(1) Girl Scouts of Western Washington |Investment Related: No|5601 6th Ave S. #150; Seattle; WA; 980108; USA| Nonprofit Charitable Organizations| Finance Committee|2023-09-11|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0|Reviews annually the Finance Committee's charter and financial reports, the annual operating and capital budgets, and provides approval to the Board, including provides budgetary guidance and direction in allocation of resources in furtherance of the Council's strategic priorities. Reviews short-term and long-term financial plans ensuring they support the council's strategic priorities, based on analysis of trends (internal and external), statistics, financing needs, projected revenue and expenditures and assessment of opportunities. Ensures timely, accurate and relevant financial statements are prepared as compared to prior year and budget. Provides guidance regarding acquisition, disposition, development, utilization, management, and maintenance of the Council's assets and properties owned or leased by the Council. Coordinate decisions and strategies in support of the long-range property plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
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