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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 |
| WA | RA | APPROVED | 2006-04-26 |
Branch Locations
818 West Riverside Avenue Suite 150, Spokane, WA 99201-0916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Spokane | WA | 04/2006 | Present |
| Charles Schwab Bank | Spokane | WA | 05/2006 | Present |
Start Date = 10-31-18| Spokane Public Schools CTE| Advisor| Spokane, WA| Hours/Month = Less than 20| Will help advise Educators regarding Financial Literacy topics for High School students.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-06 |
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