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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| IL | RA | APPROVED | 2015-12-11 |
Branch Locations
19 West Chicago Ave, Naperville, IL 60540-5301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naperville | IL | 11/2015 | Present |
| Charles Schwab Bank, Ssb | Naperville | IL | 11/2015 | Present |
| Edward Fox Photography | Chicago | IL | 01/2016 | 01/2017 |
Mill Creek Elementary Parent Teacher Organization|Investment Related:No|Nonprofit Charitable Organizations|Treasurer|2024-05-13|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Post financial transactions to our financial system as they occur throughout the month. Create monthly PTO treasurer reports (transaction reports, performance to budget report). Reconcile checkbook Write checks as needed (two signatures and proper paperwork required). Make deposits in a timely fashion, as needed. Keep financial transaction forms available for all volunteers. Preserve financial records, including invoices and control forms. Square Payment System
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
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