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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Dallas | TX | 04/2014 | 06/2017 |
| Td Ameritrade | Fort Worth | TX | 06/2017 | 10/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2017 | Present |
| Charles Schwab Bank | Westlake | TX | 01/2018 | Present |
| Charles Schwab Premier Bank | Westlake | TX | 12/2018 | Present |
| Charles Schwab Trust Bank | Westlake | TX | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-11 |
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