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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 |
| CA | RA | APPROVED | 2015-05-22 |
Branch Locations
2 Ritz Carlton Dr Suite 203, Dana Point, CA 92629 • United States
27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mission Viejo | CA | 09/2013 | Present |
| Charles Schwab Bank Ssb | Mission Viejo | CA | 05/2015 | Present |
1) Aliso CrossFit | Investment Related:No|6 Journey Unit 300|Aliso Viejo|CA|92656|USA|Sports/Physical Recreation|Coach|1/17/2026|Less than 20|0|Coach 1-2 crossfit classes per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-20 |
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