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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-25 |
| CA | RA | APPROVED | 2006-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 01/1993 | Present |
| Charles Schwab Bank | Phoenix | AZ | 01/2008 | Present |
| Black Mountain Properties, Llc | Cave Creek | AZ | 04/2004 | Present |
1) Black Mountain Properties, LLC | Investment Related:No|4112 E Forest Pleasant Pl|Cave Creek|AZ|85331|United States|Real Estate (Non-Agent/Broker)|Landlord/Manager LLC|4/9/2004|Less than 20|0|"LLC for personally owned residential rental property. The only managers/members will be my wife & myself."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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