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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-10 |
| CO | RA | APPROVED | 2021-10-11 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fast Fix | Denver | CO | 07/2016 | 03/2017 |
| Chase Bank | Englewood | CO | 12/2015 | 12/2018 |
| Charles Schwab & Co., Inc. | Parker | CO | 01/2019 | Present |
| Charles Schwab Bank, Ssb | Parker | CO | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-14 |
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