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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
3150 Crow Canyon Road, San Ramon, CA 94583-1332 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Tracy | CA | 10/2009 | Present |
| Charles Schwab Bank Ssb | Walnut Creek | CA | 07/2024 | Present |
| Td Ameritrade Inc. | Walnut Creek | CA | 07/2010 | 12/2022 |
| Charles Schwab And Co., Inc. | Walnut Creek | CA | 12/2022 | Present |
RENTAL PROPERTY, LANDLORD, TRACY CA, NOT SECURITES RELATED, NO HOURS DURING TRADING HOURS. LANDLORD POSITION: LANDLORD NATURE: RENTAL PROPERTY, LANDLORD, TRACY CA, NOT SECURITES RELATED, NO HOURS DURING TRADING HOURS. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2010 ADDRESS: 1521 RIVERVIEW AVE, TRACY CA 95377 DESCRIPTION: OWN INCOME HOUSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-14 |
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