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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Angeles | CA | 08/2015 | 02/2018 |
| Charles Schwab Bank | Los Angeles | CA | 08/2015 | 02/2018 |
| H& R Block | Los Angeles | CA | 01/2018 | 12/2018 |
| Charles Schwab & Co., Inc. | Torrance | CA | 01/2019 | Present |
| Charles Schwab Bank, Ssb | Torrance | CA | 01/2019 | Present |
Airbnb|Investment Related:No|km 29 via troncal del caribe ved;San Rafael;Santa Marta;00000;Colombia|Hotels/Lodging|Owner |2024-04-14|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Host property on Airbnb
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-14 |
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