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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-08-30 |
Branch Locations
200 California Street Floor 01, San Francisco, CA 94111-4344 • United States
1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | San Francisco | CA | 10/2015 | 12/2016 |
| Charles Schwab & Co., Inc | San Francisco | CA | 12/2016 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
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