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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 |
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2008-09-02 |
Branch Locations
3031 West Frye Road Bldg. D, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chandler | AZ | 12/1995 | Present |
| Charles Schwab Bank | Chandler | AZ | 09/2008 | Present |
1)LIEPOLD PROPERTIES,01/01/2010, OWNER, REAL ESTATE/PROPERTY MANAGEMENT,3 RENTAL PROPERTIES,NOT INVESTMENT RELATED, LESS THAN 20 HOURS PER MONTH NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-06 |
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