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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 |
| MI | RA | APPROVED | 2010-06-04 |
Branch Locations
987 Wilshire Drive Suite A, Troy, MI 48084 • United States
2852 Ann Arbor Saline Road, Ann Arbor, MI 48103 • United States
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. | Ann Arbor | MI | 03/2003 | Present |
| Charles Schwab Bank | Ann Arbor | MI | 02/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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