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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 | 2021-02-05 |
| CA | RA | APPROVED | 2003-02-13 |
Branch Locations
900 Chapala St. Suite 100, Santa Barbara, CA 93101 • United States
300 E. Esplanade Dr. Suite 2000, Oxnard, CA 93036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oxnard | CA | 01/2003 | Present |
| Charles Schwab Bank, Ssb | Oxnard | CA | 02/2005 | Present |
1) Redweek | Investment Related:No|Marriott Mountainside |Park City |Utah |84060|USA|Real Estate (Non-Agent/Broker)|Timeshare |1/15/2022|Less than 20|0|I used Redweek earlier this year for the first time to rent a one week unit I had reserved. Redweek handled the listing, found a renter and collected payment on my behalf for the week rental. I have not used the service again but may want to again in the future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-07 |
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