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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fremont | CA | 05/2016 | 01/2019 |
| Charles Schwab Bank | Fremont | CA | 05/2016 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Watsonville | CA | 12/2019 | 01/2022 |
| Bank Of America, N.A. | Watsonville | CA | 12/2019 | 01/2022 |
| Unemployed | Fresno | CA | 01/2019 | 12/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 04/2022 | Present |
| Unemployed | Roanoke | TX | 02/2022 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-12 |
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