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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
100 University Town Center Drive, Sarasota, FL 34243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Lone Tree | CO | 06/2022 | 08/2022 |
| Leeds School Of Business | Boulder | CO | 10/2021 | 05/2023 |
| Charles Schwab & Co, Inc | Sarasota | FL | 08/2023 | Present |
| Charles Schwab Bank, Ssb | Sarasota | FL | 08/2023 | Present |
| Full Time Education | Boulder | CO | 08/2020 | 05/2023 |
| Full Time Education | San Diego | CA | 08/2019 | 05/2020 |
| Full Time Education | Westminster | CO | 08/2015 | 05/2017 |
| Full Time Education | Thornton | CO | 06/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
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