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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/1999 | 03/2022 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 07/2021 | 03/2022 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 01/2023 | Present |
| Unemployed | Phoenix | AZ | 03/2022 | 01/2023 |
1) KBRP, LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|11/1/2020|Less than 20|0|I previously owned rental real estate in the LLC. It was sold in 2022. Currently, the LLC has no holdings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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