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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| WI | RA | APPROVED | 2016-11-18 |
Branch Locations
11309 N. Port Washington, Mequon, WI 53092-3411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mequon | WI | 07/2016 | Present |
1) Robert Lindner Rental Property | Investment Related:No|119 Preserve Ct.|Grafton|WI|53024|USA|Real Estate (Non-Agent/Broker)|Owner|10/25/2019|Less than 20|0|I purchased and rent out a property located at 382 Kelburn Rd., Deerfield, IL 60015. I rent it for $1,000 per month to my aunt. I collect rent and pay property tax and association bills., 2) Congregation Sinai | Investment Related:No|8223 N. Port Washington Rd.|Fox Point|WI|53217|USA|Nonprofit Charitable Organizations|Board Member|6/2/2023|Less than 20|0|This is a Religious Organization. I am a general board member. I do not render any financial services or investment advice., 3) Pioneer Preserve HOA | Investment Related:No|Real Estate (Non-Agent/Broker)|Secretary|2/1/2026|Less than 20|0|Neighborhood HOA association. 13 units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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