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Charles Schwab & Co., Inc. CRD 5393
955,800 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritrade | Bellevue | NE | 07/1999 | 12/2022 |
| Charles Schwab & Co. | Omaha | NE | 10/2022 | Present |
| Charles Schwab Bank | Omaha | NE | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
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