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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-02 |
| CO | RA | APPROVED | 2012-01-03 |
Branch Locations
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. | Lone Tree | CO | 05/1999 | Present |
| Schwab Wealth Advisory, Inc. | Lone Tree | CO | 01/2012 | Present |
Start Date = 07-01-04| Landlord| Landlord| Highlands Ranch, CO| Hours/Month = Less than 20| I own this property. Tenants pay me rent to live here. I make sure the tenants keep property running in good order.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-05 |
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