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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-06 |
| FL | RA | APPROVED | 2024-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2010 | Present |
| Charles Schwab Bank, Ssb | Orlando | FL | 08/2021 | 01/2024 |
| Charles Schwab Premiere Bank | Orlando | FL | 08/2021 | 01/2024 |
| Charles Schwab Trust Bank | Orlando | FL | 08/2021 | 01/2024 |
| Schwab Wealth Advisory Inc. | Orlando | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-08 |
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