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1900 S Norfolk St, Suite 350, San Mateo, CA 94403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-12 |
Branch Locations
1900 S Norfolk St, Suite 350, San Mateo, CA 94403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Menlo Park | CA | 06/2011 | 10/2017 |
| Charles Schwab Bank | Menlo Park | CA | 06/2011 | 10/2017 |
| Clear Retirement Advice Llc | San Mateo | CA | 10/2017 | Present |
James Marshall Schwarz is a limited partner in a family limited partnership, Quarry Hill. He have no control over any decisions of any kind. He receives no commissions or compensation of any kind.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
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