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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-04 |
Branch Locations
2788 San Tomas Expy Bldg D(1), D11-1065, Santa Clara, CA 95050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Arcadia | CA | 02/2016 | 05/2019 |
| Charles Schwab Bank | Berkeley | CA | 02/2016 | 05/2019 |
| Jp Morgan Securities, Llc | Los Angeles | CA | 05/2019 | 05/2022 |
| Jp Morgan Chase Bank, N.A. | Los Angeles | CA | 05/2019 | 05/2022 |
| Charles Schwab & Co., Inc. | Santa Clara | CA | 07/2022 | Present |
| Charles Schwab Bank, Ssb | Santa Clara | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-14 |
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