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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
3421 E. Imperial Highway Suite E-1, Brea, CA 92823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Brea | CA | 01/2022 | Present |
| Ad.IQ | Costa Mesa | CA | 10/2018 | 01/2022 |
| The Container Store | Costa Mesa | CA | 08/2017 | 10/2018 |
| Anteater Television | Irvine | CA | 09/2016 | 12/2016 |
| Hotel Irvine | Irvine | CA | 10/2015 | 06/2017 |
| Charles Schwab Bank, Ssb | Brea | CA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
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