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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Irvine | CA | 08/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Torrance | CA | 06/2017 | Present |
| Charles Schwab Bank | Torrance | CA | 06/2017 | Present |
| Strategic Advisers, Inc. | Irvine | CA | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-06 |
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