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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Vancouver | WA | 07/2021 | Present |
| Charles Schwab Bank, Ssb | Vancouver | WA | 07/2021 | Present |
| Office Depot | Boise | ID | 11/2018 | 05/2021 |
| Albertsons | Boise | ID | 10/2017 | 04/2018 |
| Boise State University | Boise | ID | 08/2013 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-11 |
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