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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 |
| NV | RA | APPROVED | 2007-11-19 |
Branch Locations
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. | Reno | NV | 11/2007 | Present |
| Charles Schwab Bank | Reno | NV | 11/2007 | Present |
1) University of Nevada Planned Giving Advisory Council | Investment Related:No|1664 N. Virginia Street|Reno|NV|89557|USA|Education|Member|10/23/2024|Less than 20|0|This is more of an honorary and symbolic role, no active duties or responsibilities to the organization. The university likes to have this council of professional advisors to help support the brand and mission of the fundraising efforts. We are not involved in any direct campaigning, rather, we attend quarterly meetings to learn about what is happening at the University so we can be "ambassadors" in the community. , 2) Rotary Club of Reno- Midtown | Investment Related:No|Nonprofit Charitable Organizations|Secretary|7/1/2026|Less than 20|0|Keep track of correspondence, update calendar, meeting notes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-21 |
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