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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
275 Los Gatos-Saratoga Rd., Los Gatos, CA 95030 • United States
30 South First Street, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldwell Banker Realty | San Jose | CA | 06/2014 | 11/2025 |
| Charles Schwab & Co., Inc. | Los Gatos | CA | 11/2025 | Present |
| Charles Schwab Bank, Ssb | Los Gatos | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-24 |
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