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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-01-22 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Oak Park, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oak Park | IL | 01/2014 | Present |
| Bahuleyan Charitable Foundation Diagnostic And Res | Oak Park | IL | 03/2013 | 10/2017 |
| Charles Schwab Bank, Ssb | Oak Park | IL | 06/2022 | Present |
| Charles Schwab Premier Bank | Oak Park | IL | 02/2024 | Present |
| Charles Schwab Trust Company | Oak Park | IL | 02/2024 | Present |
1) BAHULEYAN CHARITABLE FOUNDATION("BCF") | Investment Related:No|740 S. Harvey Ave, Oak Park, IL, 60304|USA|Nonprofit Charitable Organizations|Board Member|5/1/2007|Less than 20|0|BCF was founded by my father. BCF as a non-profit organization has various activities in India which includes Hospital and a Nursing School. I am a Board Member of the foundation., 2) BAHULEYAN CHARITABLE TRUST | Investment Related:No|Gopinathan Kartha Memorial Building,|Thevara, Kochi|FG|682013||Nonprofit Charitable Organizations|Chair person for the Managing Committee|10/1/2016|Less than 20|0|As a Managing committee member, I along with other committee members will help the trust with charitable and philanthropic activities in India., 3) Kalathil Lake Resort | Investment Related:No|Hotels/Lodging|Managing Director/ Board member|11/1/2018|Less than 20|0|Assist my dad with activities of the resort. The entity was started and owned by my father. It is located in Chemmanakary, Vaikom, Kerala, India 686143., 4) LandLord | Investment Related:No|Thathapilly Road|N. Parur|Kerala|683520|India|Real Estate (Non-Agent/Broker)|Landlord|11/1/2021|Less than 20|0|Passive role. Rents out inherited house., 5) Not yet Created | Investment Related:No|Retail|Owner|9/16/2023|Less than 20|0|Affiliate Marketing - Sale of Random products such as Pet supplies, Houseware, etc. through affiliate marketing online.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-07 |
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