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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 |
|---|---|---|---|
| CA | RA | APPROVED | 1999-10-27 |
Branch Locations
265 E. River Park Circle Suite 170, Fresno, CA 93720-1548 • United States
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. | Fresno | CA | 08/1999 | Present |
| Charles Schwab Bank, Ssb | Fresno | CA | 02/2005 | Present |
| Td Ameritrade, Inc. | Fresno | CA | 03/2022 | 06/2024 |
1) self | Investment Related:No|1541 E. Sterling Hill Way|Fresno|CA|93730|USA|Other|landlords|12/30/2010|Less than 20|0|This is a request My wife and I would like to by a rental property. We are looking at a single family home that we would like to rent out. We would be receiving rental income on this property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-17 |
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