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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 | 2021-03-23 |
| ID | RA | APPROVED | 2005-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc. | Boise | ID | 03/2000 | Present |
| Charles Schwab Bank | Boise | ID | 06/2005 | Present |
1) Family Advocates | Investment Related:No|3010 W State St,|Boise|ID|83703|USA|Nonprofit Charitable Organizations|Board Member|6/1/2017|Less than 20|0|I attend monthly meetings and sit on the board. I got approval from my manager, John Carter, before joining the board and disclosing to compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-21 |
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