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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| AZ | RA | APPROVED | 2022-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2017 | 03/2020 |
| Bank Of America | Phoenix | AZ | 11/2015 | 03/2017 |
| Charles Schwab Bank | Phoenix | AZ | 12/2018 | 03/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 03/2020 | 06/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 03/2020 | 11/2020 |
| Strategic Staffing Solutions | Phoenix | AZ | 03/2020 | 11/2020 |
| Robinhood Financial, Llc | Tempe | AZ | 01/2021 | 04/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2022 | Present |
| Schwab Wealth Advisory Inc. | Phoenix | AZ | 06/2022 | Present |
| N/A | Phoenix | AZ | 05/2022 | 06/2022 |
| N/A | Phoenix | AZ | 11/2020 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-27 |
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