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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2012-04-13 |
Branch Locations
5301 Kietzke Lane, Reno, NV 89511-2083 • United States
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • 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. | Reno | NV | 01/1993 | Present |
| Charles Schwab Bank | Reno | NV | 02/2005 | Present |
| Kirk Consultants | Reno | NV | 08/2017 | Present |
1) KIRK CONSULTANTS| NOT INVESTMENT RELATED | RENO, NEVADA | START DATE 08/03/2017 | OWNER, MANAGEMENT CONSULTING SERVICES| APPROXIMATELY 20 TO 40 HOURS PER MONTH | 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-29 |
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