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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-27 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Johns Creek, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Denver | CO | 03/2013 | 02/2017 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 09/2016 | 02/2017 |
| Fairway Independent Mortgage | Greenwood Village | CO | 01/2017 | 10/2018 |
| Charles Schwab & Co., Inc. | Johns Creek | GA | 10/2018 | Present |
| Charles Schwab Bank, Ssb | Johns Creek | GA | 02/2022 | Present |
| Charles Schwab Premier Bank, Ssb | Johns Creek | GA | 11/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-15 |
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