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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-25 |
| CA | RA | APPROVED | 2006-06-19 |
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. | Phoenix | AZ | 01/1997 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 05/2006 | Present |
1) Rental #2|Investment Related: No|4119 W Alameda, Glendale, AZ, 85310, USA|Real Estate (Non-Agent/Broker)|Owner|9/1/2009|Less than 20 hour/month - 0 during trading hours|This rental is at 20613 N 18th Ave Phoenix, Az 85027
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-15 |
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