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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| FL | RA | APPROVED | 2025-04-09 |
Branch Locations
150 E. Palmetto Park Rd. Suite 100, Boca Raton, FL 33432-4808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Boca Raton | FL | 09/2006 | Present |
| Charles Schwab Bank, Ssb | Boca Raton | FL | 10/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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