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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| OR | RA | APPROVED | 2008-03-24 |
Branch Locations
2855 Sw Cedar Hills Blvd. Suite 120, Beaverton, OR 97005 • 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 | Portland | OR | 02/1999 | Present |
| Charles Schwab Bank Ssb | Portland | OR | 02/2005 | Present |
TOWN HOME RENTAL | INVESTMENT-RELATED | PORTLAND, OR | REAL ESTATE/PROPERTY MANAGEMENT | OWNER | 09/01/2016 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | I OWN A TOWN HOME THAT I RENT MONTHLY. I HAVE A PROPERTY MANAGER THAT HANDLES THE ENTIRE SITUATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
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