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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-25 |
| CA | RA | APPROVED | 2007-01-10 |
Branch Locations
Scottsdale, AZ • United States
1945 Northwestern Drive, El Paso, TX 79912-1108 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Scottsdale | AZ | 04/1990 | Present |
| Charles Schwab Bank, Ssb | Scottsdale | AZ | 08/2021 | Present |
| Charles Schwab Premiere Bank | Scottsdale | AZ | 08/2021 | Present |
| Charles Schwab Trust Bank | Scottsdale | AZ | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-10 |
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