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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2014 | 02/2022 |
| Bank Of America, N.A. | Chandler | AZ | 08/2014 | 02/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2022 | Present |
| Charles Schwab Premiere Bank | Phoenix | AZ | 02/2022 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-20 |
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