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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 | 2021-03-23 |
| GA | RA | APPROVED | 2020-01-10 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
2845 Old Milton Pkwy, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Atlanta | GA | 10/2009 | Present |
| Schwab Private Client Investment Advisory, Inc | Indianapolis | IN | 05/2014 | 01/2020 |
| Charles Schwab Bank, Ssb | Atlanta | GA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-25 |
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