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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| CO | RA | APPROVED | 2017-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2013 | Present |
| Charles Schwab Bank | Lone Tree | CO | 04/2016 | Present |
1) Rental Income | Investment Related:No|6881 S Downing Cir W|Centennial|CO|80122|US|Real Estate (Non-Agent/Broker)|Landlord|3/1/2023|Less than 20|0|Landlord , 2) Rental Income | Investment Related:No|2120 Downing St #307|Denver|CO|80205|US|Real Estate (Non-Agent/Broker)|Landlord, Personal Property Manager|3/1/2023|Less than 20|0|Property Manager, 3) Woodshire Court Homeowners Association | Investment Related:No|Other|Volunteer Board Member, Secretary|5/9/2025|Less than 20|0|Secretary, take meeting minutes, count as one vote as board member (1 out of 5 members), have access to view financials only with no authority over these accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-13 |
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