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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-04-05 |
Branch Locations
2480 Canyon Blvd Suite M4, Boulder, CO 80302-6702 • 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. | Boulder | CO | 06/2017 | Present |
| Braunfels Labs | Canyon Lakes | TX | 05/2015 | 03/2019 |
| Charles Schwab Bank Ssb | Boulder | CO | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-03 |
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