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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-10-16 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc, | Fort Worth | TX | 08/2003 | Present |
| Charles Schwab Bank Ssb | Fort Worth | TX | 02/2005 | Present |
Condo Rental; Owner; Orange Beach, AL; Start Date: 7/30/2021; Work with the rental company that is managing the property for us; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-03 |
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