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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2000-05-10 |
Branch Locations
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
240 Third Street Suite 100, Los Altos, CA 94022-3617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Los Altos | CA | 12/1997 | Present |
| Charles Schwab Bank Ssb | Los Altos | CA | 02/2005 | Present |
(1) Rental Property|Investment Related:No|Athens;al;35613;usa|Rental Property|Owner |2023-11-03|Hours Per Month:Less than 20|Hours Spent during Security Trading:0.15|Communicate with property manager on decisions regarding new rental property (2) REAL ESTATE/PROPERTY MANAGEMENT, DIGGS, IDAHO, NOT INVESTMENT RELATED, 03/01/2008, OWNER RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS; (3) REAL ESTATE/PROPERTY MANAGEMENT (TWO PROPERTIES), RENO, NEVADA, NOT INVESTMENT-RELATED, ONE STARTING 05/29/2014, ONE STARTING 09/11/2014, OWNER RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-18 |
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