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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2023-05-29 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
1991 Summit Park Drive, Orlando, FL 32810 • 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. | Orlando | FL | 05/2000 | Present |
| Charles Schwab Bank | Lone Tree | CO | 01/2014 | 05/2023 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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