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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Bellevue | NE | 04/2006 | 06/2024 |
| Charles Schwab Bank Ssb | Omaha | NE | 11/2023 | Present |
| Charles Schwab & Co., Inc. | Omaha | NE | 03/2022 | Present |
| Charles Schwab Trust Bank | Omaha | NE | 04/2025 | Present |
| Charles Schwab Premier Bank | Omaha | NE | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-30 |
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