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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED_RES | 2019-01-02 |
| CA | RA | APPROVED | 2012-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Tuscon | AZ | 12/2009 | Present |
| Charles Schwab Bank | Tucson | AZ | 10/2012 | Present |
1) Legacy of Excellence | Investment Related:No|Nonprofit Charitable Organizations|Board Member|11/1/2025|Less than 20|0|Assist with the financial committee by providing ideas and insights on how to best utilize the donations until they are paid out via scholarships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-15 |
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