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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-17 |
| VA | RA | APPROVED | 2022-04-21 |
Branch Locations
108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Gaithersburg | MD | 03/2017 | Present |
| Charles Schwab Bank | Reston | VA | 03/2017 | 12/2020 |
| Ted Britt Automotive | Fairfax | VA | 12/2015 | 03/2017 |
| Schwab Private Client Investment Advisory Inc. | Phoenix | AZ | 12/2020 | 03/2022 |
| Charles Schwab Bank, Ssb | Gaithersburg | MD | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-06 |
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