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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-05 |
| CA | RA | APPROVED | 2022-08-29 |
Branch Locations
1995 University Ave Suite 100, Berkeley, CA 94704-1049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Berkley | CA | 03/2022 | Present |
| Tiaa Kaspick | Redwood City | CA | 05/2013 | 03/2022 |
| Charles Schwab Bank, Ssb | Berkley | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
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