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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-17 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2015 | Present |
| Charles Schwab Bank | Fort Worth | TX | 06/2017 | 05/2019 |
| Schwab Private Client Investment Advisory, Inc. | Westlake | TX | 05/2019 | 05/2022 |
| Schwab Wealth Advisory Inc | Westlake | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-17 |
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