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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2018-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Lone Tree | CO | 10/2012 | 12/2017 |
| E*Trade Securities Llc | Boston | MA | 12/2017 | 05/2018 |
| E*Trade Capital Management Llc | Boston | MA | 12/2017 | 05/2018 |
| Charles Schwab & Co., Inc. | Boston | MA | 05/2018 | Present |
| Charles Schwab Bank | Boston | MA | 05/2018 | Present |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 10/2012 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-05 |
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