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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-08-07
  • WA RA
    APPROVED
    Since 2018-08-07

Branch Locations

11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Bellevue WA 06/2016 Present
Charles Schwab Bank, Ssb Bellevue WA 04/2018 Present
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-06
  • S66 Uniform Combined State Law Examination
    2017-02-06
Other Names
  • Margaux Holloschutz
  • Margaux Steele
  • Margaux Leigh Holloschutz

View on SEC IAPD

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