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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-16 |
Branch Locations
1231 S. California Blvd, Walnut Creek, CA 94596-5122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shared Future Pte. Ltd. | Singapore | 11/2011 | 12/2024 | |
| Charles Schwab & Co., Inc. | Walnut Creek | CA | 01/2025 | Present |
| Charles Schwab Bank, Ssb | Walnut Creek | CA | 01/2025 | Present |
1) Shared Future Pte. Ltd. | Investment Related:No|Education|Executive Coach|11/1/2011|Less than 20|0|Provide executive coaching services as an Associate Executive Coach in leadership programs for personal development, with focus on clients in Asia. NO financial services or investment related activities within the firm., 2) Reading Nook | Investment Related:No|7 chemin du Louvas|Fuveau|Other|13710|France|Hotels/Lodging|Proprietor|6/1/2007|Less than 20|0|Management of a home vacation rental. No financial services or investment related responsibilities., 3) Cornell University | Investment Related:No|300 Day Hall, 10 East Avenue|Ithaca|New York|14853|USA|Education|Council Member|8/15/2005|Less than 20|0|To input into the Cornell University environment as a VOLUNTEER Council member and alumna. Not financial services or investment related., 4) The Change Climate Project (TCCP) | Investment Related:No|2325 3rd Street, Suite 410|San Francisco|CA|94107|USA|Management Consulting Services|Carbon Management Coach|1/1/2024|Less than 20|0|To guide firms in their carbon accounting to gain a Climate Neutral certification. NOT financial services ore investment related., 5) Reading Loft | Investment Related:No|2562 Walnut Blvd #74|Walnut Creek|CA|94595|USA|Hotels/Lodging|Proprietor|8/3/2025|Less than 20|0|Short-term rental apartment management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-15 |
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