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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Chicago | IL | 08/2011 | 10/2023 |
| J.P. Morgan Securities Llc | Chicago | IL | 10/2023 | 12/2025 |
| Charles Schwab & Co., Inc. | Chicago | IL | 08/2011 | 10/2023 |
| Charles Schwab & Co., Inc. | Chicago | IL | 12/2025 | Present |
| Schwab Wealth Advisory, Inc. | Chicago | IL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
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