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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-11 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Anchorage | AK | 06/2019 | 01/2020 |
| Mckinley Capital Management | Anchorage | AK | 08/2018 | 06/2019 |
| Edward Jones | Acton | CA | 11/2017 | 08/2018 |
| Mortgage Management Consultants | Palmdale | CA | 02/2017 | 11/2017 |
| American Airlines / American Airlines Federal Credit Union | Dallas | TX | 09/2014 | 01/2017 |
| Charles Schwab & Co., Inc, | Evanston | IL | 09/2021 | Present |
| Charles Schwab Bank Ssb | Evanston | IL | 09/2021 | Present |
| Alaska Department Of Transport | Anchorage | AK | 06/2020 | 08/2021 |
| Enstar Natural Gas Company | Eulesss | TX | 02/2020 | 04/2020 |
| Charles Schwab Premiere Bank | Evanston | IL | 09/2021 | Present |
| Charles Schwab Trust Bank | Evanston | IL | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-17 |
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