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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-03 |
| CO | RA | APPROVED | 2022-04-07 |
Branch Locations
16 Corporate Plaza Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Newport Beach | CA | 08/2021 | Present |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 08/2021 | Present |
| Wakefield Asset Management | Englewood | CO | 06/2021 | 07/2021 |
| Jbs Usa | Greeley | CO | 08/2020 | 05/2021 |
| Highlands Ranch Golf Club | Highlands Ranch | CO | 01/2015 | 08/2017 |
| N/A | Denver | CO | 08/2017 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
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