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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-04-02 |
Branch Locations
3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • 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 | Plano | TX | 03/2008 | Present |
| Charles Schwab Bank, Ssb | Plano | TX | 03/2008 | Present |
Joe Vita- Rental property |Investment Related:No|McKinney;TX;75069;USA|Real Estate (Non-Agent/Broker)|Rental Property Owner|2024-07-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.5|Self-managing a rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-01 |
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