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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-13 |
Branch Locations
2399 Seal Beach Blvd. Suite 101, Seal Beach, CA 90740-5630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seal Beach | CA | 01/2022 | Present |
| Original Chop Shop | Tempe | AZ | 09/2021 | 11/2021 |
| Northern Arizona University | Flagstaff | AZ | 08/2016 | 05/2020 |
| Upward Projects | Phoenix | AZ | 05/2020 | 06/2021 |
| Point B Realty | Edgartown | MA | 07/2021 | 09/2021 |
| Charles Schwab Bank, Ssb | Seal Beach | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-15 |
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