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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-09 |
| CA | RA | APPROVED | 2024-06-18 |
Branch Locations
100 Clock Tower Place Suite100, Carmel, CA 93923-8771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Carmel | CA | 09/2023 | Present |
| Charles Schwab Bank, Ssb | Carmel | CA | 11/2023 | Present |
| N/A | San Diego | CA | 08/2013 | 05/2017 |
| St. Elizabeth Ann Seton Catholic School | Elk Grove | CA | 06/2017 | 01/2018 |
| N/A | Elk Grove | CA | 01/2018 | 04/2018 |
| Nature's Classroom | Yarmouth Port | MA | 04/2018 | 06/2018 |
| N/A | Elk Grove | CA | 06/2018 | 09/2018 |
| Protransport-1 | Rancho Cordova | CA | 09/2018 | 10/2018 |
| American Medical Response | Rocklin | CA | 10/2018 | 10/2020 |
| Childcare | Elk Grove | CA | 10/2020 | 06/2021 |
| Catalina Island Conservancy | Avalon | CA | 06/2021 | 09/2021 |
| Grizzly & Wolf Discovery Center | West Yellowstone | MT | 10/2021 | 10/2022 |
| Spg Therapy And Education | Walnut Creek | CA | 10/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
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