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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2014 | 11/2018 |
| Morgan Stanley | Dallas | TX | 11/2018 | 02/2022 |
| Charles Schwab & Co., Inc. | Vancouver | WA | 02/2022 | Present |
| Charles Schwab Trust Company | Vancouver | WA | 02/2022 | Present |
| Charles Schwab Trust Company Of Delaware | Vancouver | WA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-19 |
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