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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2021-08-24 |
| OH | RA | APPROVED | 2017-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Westlake | TX | 05/2013 | Present |
| Charles Schwab Bank Ssb | Richfield | OH | 01/2015 | 03/2017 |
| Charles Schwab Bank Ssb | Westlake | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-23 |
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