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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Denver | CO | 08/2021 | Present |
| Wealthgate Trust Company | Las Vegas | NV | 05/2019 | 08/2019 |
| Designs By Dawson | Cincinnati | OH | 09/2016 | 08/2017 |
| The Pub At Rookwood Mews | Cincinnati | OH | 06/2018 | 07/2018 |
| Employment Gap | Columbus | OH | 08/2019 | 12/2019 |
| High School Student | Cincinnati | OH | 05/2014 | 05/2017 |
| College Student | Columbus | OH | 08/2017 | 08/2021 |
| Student | Columbus | OH | 08/2017 | 06/2018 |
| Student | Columbus | OH | 07/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Columbus | OH | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-31 |
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