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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-01 |
Branch Locations
4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • United States
1089 N Collier Blvd Suite 411, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Marco Island | FL | 02/2016 | Present |
| Charles Schwab Bank, Ssb | Marco Island | FL | 02/2015 | Present |
(1) Rental property | not investment related | Naples, Florida | start date 02/01/2020 | owner | less than 20 hours per month | none during securities trading hours; (2) CR Capital Ventures LLC | not investment related | Naples, Florida | start date 06/01/2022 | member, LLC used as holding company for rental real estate property | less than 20 hours per month | none during securities trading hours; (3) MAC Capital Investment LLC | not investment related | Naples, Florida | start date 06/01/2022 | member, LLC used as holding company for rental real estate property | less than 20 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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