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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2009-12-11 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
10160 Trainstation Circle, Lon Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2008 | Present |
| Charles Schwab Bank | Lone Tree | CO | 01/2011 | 04/2020 |
| Charles Schwab Trust Bank | Lone Tree | CO | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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