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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-03-25 |
| TX | RA | APPROVED | 2014-04-15 |
Branch Locations
5100 Belt Line Rd. Suite 852, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 03/2014 | Present |
| Charles Schwab Bank Ssb | Dallas | TX | 03/2014 | Present |
Start Date = 03-31-14| Bradley T Perry| Residual Commisions| Wylie, TX| Hours/Month = Less than 20| Reciept of residual insurance income from business placed prior to joining Schwab
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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