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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 |
| CA | RA | APPROVED | 2002-03-08 |
Branch Locations
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | La Jolla | CA | 09/2001 | Present |
| Charles Schwab Bank | La Jolla | CA | 02/2005 | Present |
Start Date = 06-01-10| No name| Rental Property Owner| San Diego, CA| Hours/Month = Less than 20| rental property. My wife manages mainly, and we spend very little time with it. / Start Date = 06-01-12| Rental Property| Property Owner| san diego, CA| Hours/Month = Less than 20| rental property. My wife manages mainly, and we spend very little time with it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
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