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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-27 |
| NY | RA | APPROVED | 2025-03-26 |
| NJ | RA | APPROVED | 2024-10-15 |
Branch Locations
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. | New York City | NY | 04/2015 | 01/2024 |
| Charles Schwab Bank | New York City | NY | 04/2015 | 01/2024 |
| N/A | Park Ridge | NJ | 01/2024 | 09/2024 |
| Charles Schwab & Co, Inc | Millburn | NJ | 09/2024 | Present |
| Charles Schwab Bank, Ssb | Millburn | NJ | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-06 |
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