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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 | 2023-03-06 |
| GA | RA | APPROVED | 2019-01-02 |
Branch Locations
3260 Walton Riverwood Lane, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Atlanta | GA | 06/2017 | Present |
| Education Leadership & Research Center | College Station | TX | 09/2016 | 03/2017 |
| Willies Grill & Ice House | College Station | TX | 08/2016 | 01/2017 |
| Texas A&M University | College Station | TX | 08/2013 | 05/2017 |
| Charles Schwab Bank, Ssb | Atlanta | GA | 10/2018 | Present |
1) Atlanta Jewish Federation | Investment Related:No|Nonprofit Charitable Organizations|Committee Member|10/7/2021|Less than 20|0|Two Separate committee members. Community Planning and Impact (CPI) Allocation Committee The CPI helps to ensure that the funds distributed from the community campaign (?Partners Fund?) are used effectively and efficiently and have achieved their desired impact. The committee members are responsible for understanding community needs and recommending approaches to meet them. The committee evaluates partner organizations based on specific criteria and recommends the allocation of funds for the upcoming year. These recommendations go to the CPI Cabinet which subsequently brings them to the Jewish Federation Atlanta Board of Trustees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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