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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2003-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2003 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 02/2005 | Present |
1) Meals on Wheels | Investment Related:No|600 N Tennessee st|Mckinney|TX|75069|USA|Nonprofit Charitable Organizations|Trustee|3/1/2017|Less than 20|0|volunteer trustee member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-21 |
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