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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 |
| NJ | RA | APPROVED | 2008-03-11 |
Branch Locations
350 Millburn Ave, Millburn, NJ 07041 • United States
110 Morris Street Suite 102, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Millburn | NJ | 10/1989 | Present |
| Charles Schwab Bank | Jersey City | NJ | 04/2008 | 07/2017 |
| Charles Schwab Bank, Ssb | Millburn | NJ | 08/2020 | Present |
1) Rental Property | Investment Related:No|10 Macomber Point |Alburgh|Vermont |07550|US|Real Estate (Non-Agent/Broker)|Owner of Rental Property |1/1/2023|Less than 20|0|Owner of a home that we rent out during the summer months
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-23 |
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