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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-22 |
Branch Locations
1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Pittsford | NY | 08/2014 | Present |
| Charles Schwab Bank | Pittsford | NY | 04/2016 | 03/2017 |
| Charles Schwab Bank | Pittsford | NY | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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