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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Bank Usa | Dallas | TX | 06/2014 | 04/2022 |
| Ubs Financial Services | Richardson | TX | 06/2014 | 04/2022 |
| Charles Schwab Bank, Ssb | Dallas | TX | 04/2022 | Present |
| Charles Schwab & Co., Inc. | Dallas | TX | 04/2022 | Present |
| Charles Schwab Premiere Bank | Dallas | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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