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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Eugene | OR | 09/2015 | 02/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 04/2017 | 07/2017 |
| E*Trade Capital Management Llc | Alpharetta | GA | 04/2017 | 07/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 07/2017 | 10/2018 |
| E*Trade Capital Management Llc | Alpharetta | GA | 07/2017 | 10/2018 |
| Jp Morgan Securities, Llc | Atlanta | GA | 10/2018 | 01/2021 |
| Jp Morgan Chase Bank, N.A. | Atlanta | GA | 10/2018 | 01/2021 |
| Charles Schwab & Co., Inc. | Eugene | OR | 09/2015 | 02/2017 |
| Fidelity Brokerage Services Llc | Atlanta | GA | 02/2021 | 11/2022 |
| Fidelity Investments | Atlanta | GA | 02/2021 | 01/2025 |
| J.P. Morgan | Atlanta | GA | 10/2018 | 02/2021 |
| Etrade Financial | Alpharetta | GA | 04/2017 | 10/2018 |
| Charles Schwab | Eugene | OR | 08/2015 | 03/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2025 | Present |
| Charles Schwab Bank | Westlake | TX | 09/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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