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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2017-04-28 |
Branch Locations
1120 North Town Center Suite #170, Las Vegas, NV 89144-6303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Las Vegas | NV | 06/2015 | Present |
| Charles Schwab Bank | Las Vegas | NV | 02/2017 | Present |
Start Date = 03-14-19| The Meadows School| Assistant Baseball Coach| Las Vegas, NV| Hours/Month = 20-40| Assistant Baseball Coach MISSION CHURCH LAS VEGAS|Investment Related:No|7078 Sky Pointe Drive ;Las Vegas ;NV;89131;USA|501 (c) (3) Religious organization|Treasurer |2023-05-16|Hours Per Month:Less than 20|Hours Spent during Security Trading:1|Meeting with Elders/members 2-3x/Year: Liaison for elders and church members on annual budget- presenting the budget to church members and answering questions for full transparency for the church. no other financial responsibilities. No investment related discussions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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