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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 | 2021-01-11 |
| AZ | RA | APPROVED | 2012-05-11 |
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 | 08/1997 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 01/2012 | Present |
1) Rental Properties | Investment Related:No|Various|Chandler|AZ|85226|USA|Real Estate (Non-Agent/Broker)|Owner|6/29/2020|Less than 20|0|Hi have recently inherited three rental properties and intend to rent them as an outside business., 2) Ben Wagner sole proprietor - no business name | Investment Related:No|Retail|No position - I am just on the bank account that receives the money from sales since he is a minor (15 yrs old).|6/2/2024|Less than 20|0|No position - I am just on the bank account that receives the money from sales since he is a minor (15 yrs old)., 3) Marben Properties LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Member/Owner|6/23/2020|Less than 20|0|This LLC has two rental homes inherited , 4) Kimmyco Properties LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Member/owner|6/22/2020|Less than 20|0|collect rent and file taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-25 |
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