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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Carrollton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Irving | TX | 09/2016 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Irving | TX | 08/2018 | 04/2019 |
| First Bank Kansas | Hutchinson | KS | 07/2014 | 09/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 05/2019 | 09/2022 |
| Charles Schwab Premier Bank, Ssb | Carrollton | TX | 09/2022 | Present |
| Charles Schwab & Co., Inc. | Carrollton | TX | 09/2022 | Present |
| Charles Schwab Bank, Ssb | Carrollton | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-11 |
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