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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 | 2019-01-02 |
| CA | RA | APPROVED | 2000-10-05 |
Branch Locations
2407 Porter St Suite 100, Soquel, CA 95073-2476 • United States
240 Third Street Suite 100, Los Altos, CA 94022-3617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Soquel | CA | 06/2000 | Present |
| Charles Schwab Bank Ssb | Soquel | CA | 02/2005 | Present |
| Eli Pao | Del Rey Oaks | CA | 02/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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