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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-05-06 |
| IN | RA | APPROVED | 2014-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc | Cincinnati | OH | 08/2009 | Present |
| Charles Schwab Bank | Cincinnati | OH | 04/2014 | Present |
1) Farmasi|Investment Related:No|Retail|Retail Sales|2025-02-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Selling beauty and wellness products. 2) Rental Condo|Investment Related:No|North Myrtle Beach;South Carolina;29582;USA|Real Estate (Non-Agent/Broker)|Owners|2022-08-08|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|No financial services or investment related responsibilities. Responsible for guest bookings. 3) Overnight Rental Cabin|Investment Related:No|Sevierville;TN;37876;USA|Real Estate (Non-Agent/Broker)|Owner|2021-11-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|We will be using a cabin we are buying as an overnight rental. We are hiring a property manager to manage the cabin for us. There will be no financial services or investment related responsibilities. Most of our involvement in the day-to-day management will be passive. 4) Color Street|Investment Related:No|61 Kuller Road;Clifton;NJ;07011;USA|Retail|Independent Stylist|2019-08-23|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|In home sales of nail fashion
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-18 |
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