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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-03 |
| AZ | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Tacoma | WA | 02/2013 | 06/2021 |
| Charles Schwab Bank, Ssb | Tacoma | WA | 10/2014 | 06/2021 |
| The Vanguard Group, Inc | Scottsdale | AZ | 06/2021 | 01/2024 |
| Charles Schwab & Co Inc,. | Phoenix | AZ | 01/2024 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-15 |
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