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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| NV | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Trust Company | Henderson | NV | 02/2016 | 01/2023 |
| Charles Schwab Trust Company Of Delaware | Henderson | NV | 04/2020 | 01/2023 |
| Charles Schwab & Co., Inc. | Henderson | NV | 02/2016 | Present |
| Schwab Wealth Advisory | Henderson | NV | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-09 |
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