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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2010 | Present |
| Schw Private Client Investment Advisory | Indianapolis | IN | 08/2014 | 01/2017 |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2019 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-11 |
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