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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Burlington | MA | 04/2015 | Present |
| Charles Schwab Bank | Burlington | MA | 04/2015 | Present |
"Lexington Ski Club|Investment Related:No|Family ski club centered on social activity. |Treasurer|2023-01-13|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|The duties of the Treasurer of our organization are mainly administrative in nature. ?Collecting Dues ?Paying Bills ?Coordinating w/ CPA for the filing of annual tax return"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-13 |
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