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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-08-16 |
Branch Locations
741 S Higgins Ave. Suite B, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Missoula | MT | 07/2013 | Present |
| Charles Schwab Independent Branch Services | Missoula | MT | 07/2021 | Present |
1) Friends of the Children of Western Montana | Investment Related:No|735 Michigan Ave|Missoula|MT|59802|USA|Nonprofit Charitable Organizations|Board Member|8/10/2026|Less than 20|0|General Board Member, Non officer, no financial services or investment related responsibilities. Mentoring and board strategic planning, 2) University of Montana Griz Hockey | Investment Related:No|32 Campus Drive|Missoula|MT|59812|USA|Nonprofit Charitable Organizations|Griz Hockey General Board Member|8/15/2026|Less than 20|0|General board member duties, focused on strategic planning and board expansion. No financial services or investment related duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-01 |
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