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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-15 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2018 | Present |
| Paychex | Indianapolis | IN | 08/2014 | 01/2018 |
| University Of Indianapolis | Indianapolis | IN | 09/2014 | 05/2017 |
| Charles Schwab Bank Ssb | Westlake | TX | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-24 |
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