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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 | 2019-01-02 |
| CA | RA | APPROVED | 1999-05-13 |
Branch Locations
100 Clock Tower Place Suite100, Carmel, CA 93923-8771 • United States
733 Marsh Street Suite 100, San Luis Obispo, CA 93401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Luis Obispo | CA | 07/1993 | Present |
| Charles Schwab Bank | San Luis Obispo | CA | 02/2005 | Present |
1) Bryan Crawford | Investment Related:No|66 Chorro Street|San Luis Obispo|CA|93401|USA|Real Estate (Non-Agent/Broker)|None|1/1/2019|Varies|0|I own a property with my brother that we each own 50% of. it is managed by MacNamara Realty and we get the income. We do not handle any work on this property or anything to do with renting this property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-15 |
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