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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-02-26 |
| CA | RA | APPROVED | 2024-04-17 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2013 | Present |
| Schwab Private Client Investment Advisory, Inc | Loen Tree | CO | 12/2014 | 11/2017 |
LANDLORD, NON INVESTMENT-RELATED, CENTENIAL, CO., LODGING, LANDLORD/OWNER, 10/02/2015, VARIES PER MONTH, NONE DURING SECURITIES TRADING HOURS, RENT OUT ROOMS IN THE HOUSE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-12 |
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