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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 | 2026-01-05 |
| FL | RA | APPROVED | 2020-07-24 |
Branch Locations
4853 Town Center Parkway, Jacksonville, FL 32246 • 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. | Jacksonville | FL | 04/2018 | Present |
| Charles Schwab Bank | Jacksonville | FL | 04/2018 | Present |
| Health Care Management Systems | Jacksonville | FL | 10/2016 | 04/2018 |
| Bb&T Bank | Jacksonville | FL | 01/2011 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-04 |
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