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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 | 2026-04-17 |
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cupertino | CA | 10/2015 | 12/2020 |
| Bank Of America, N.A. | Cupertino | CA | 10/2015 | 12/2020 |
| Charles Schwab & Co., Inc. | San Jose | CA | 12/2020 | Present |
| Charles Schwab Bank, Ssb | San Francisco | CA | 12/2020 | 04/2022 |
| Schwab Wealth Advisory, Inc. | San Jose | CA | 12/2025 | Present |
1) Rental Property: Ketan H Bengali|Investment Related: No|886 Lori Ave, Sunnyvale, CA, 94086, USA|Real Estate (Non-Agent/Broker)|Owner/Landlord|6/1/2018|Less than 20 hour/month - 0 during trading hours|Rental Property. Spouse: Mr. Ketan H Bengali This is our rental property. My involvement is passive because I don't have to spend any time managing on it. Whenever tenant needs any repair, they usually call my spouse. My husband takes care of it by calling handy man who is looking after all our properties. Rent is deposited monthly by the tenant in our bank account. Hence not much time is required on outside business activity., 2) Rental Property: Ketan H Bengali|Investment Related: No|1319 Victoria Terrace, Sunnyvale, CA, 94087, USA|Real Estate (Non-Agent/Broker)|Owner/Landlord|10/1/2014|Less than 20 hour/month - 0 during trading hours|Rental Property. Spouse: Mr. Ketan H Bengali This is our rental property. My involvement is passive because I don't have to spend any time managing on it. Whenever tenant needs any repair, they usually call my spouse. My husband takes care of it by calling handy man who is looking after all our properties. Rent is deposited monthly by the tenant in our bank account. Hence not much time is required on outside business activity., 3) Rental Property|Investment Related: No|A602 Nandanvan, L.T. Road, Borivali (W), Mumbai, Maharashtra, 400092, India|Real Estate (Non-Agent/Broker)|Owner/Landlord|6/1/2023|Less than 20 hour/month - 0 during trading hours|Rental Property. This is our rental property. I inherited this property in India. My involvement is passive because I don't have to spend any time managing on it. Whenever tenant needs any repair, they usually call my father-in-law who lives in India. Rent is deposited monthly by the tenant in our bank account. Hence not much time is required on outside business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-19 |
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