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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2015-01-09 |
| NC | RA | APPROVED | 2011-11-23 |
Branch Locations
Murrells Inlet, SC • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Murrells Inlet | SC | 10/2011 | Present |
| Charles Schwab Bank, Ssb | Murrells Inlet | SC | 11/2013 | 04/2020 |
| Td Ameritrade, Inc. | Murrells Inlet | SC | 10/2020 | 06/2024 |
| Charles Schwab Trust Bank | Murrells Inlet | SC | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-05 |
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