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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-31 |
Branch Locations
425 Market Street Floor 17, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Francisco | CA | 05/2013 | Present |
| Charles Schwab Bank | San Francisco | CA | 09/2016 | 01/2019 |
| Charles Schwab Trust Bank | San Francisco | CA | 01/2019 | Present |
| Charles Schwab Investment Advisory, Inc. | San Francisco | CA | 01/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-19 |
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