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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 | 2020-12-11 |
| AZ | RA | APPROVED | 2016-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2013 | Present |
| Schwab Wealth Advisory, Inc. | Phoenix | AZ | 04/2016 | Present |
1) Westin Cox | Investment Related:No|Construction - Residential/Commercial/Office|Fabrication |12/16/2023|Less than 20|0|Gate fabrication.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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