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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 | 2019-01-02 |
| CA | RA | APPROVED | 2007-09-06 |
Branch Locations
1426 Massachusetts Ave, Cambridge, MA 02138 • United States
54 Mall Rd, Burlington, MA 01803-4556 • 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. | Cambridge | MA | 05/1998 | Present |
| Charles Schwab Bank, Ssb | Cambridge | MA | 02/2005 | Present |
| 12Th St. Llc | Arlington | MA | 01/2017 | Present |
1) 12TH ST. LLC, NOT INVESTMENT RELATED, ARLINGTON, MASSACHUSETTS, START DATE 01/01/2017, OWNER, RENTAL REAL ESTATE MANAGEMENT, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-19 |
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