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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 | 2001-02-21 |
Branch Locations
1524 E. Southlake Blvd, Southlake, TX 76092-6421 • 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. | Southlake | TX | 01/1998 | Present |
| Charles Schwab Bank Ssb | Southlake | TX | 02/2005 | Present |
1) DFW Humane Society|Investment Related:No|4140 valley view lane;irving;TX;75038;USA|animal|Past President|2016-03-24|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|hold 6 board meetings a year to help make decisions that will affect the shelter. this is a volunteer position. unpaid. 2) UCF ALUMNI DFW Chapter Counsil|Investment Related:No|4000 central florida blvd;orlando;florida;32816;usa|Nonprofit Charitable Organizations|counsil member|2025-07-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|this is a social group. we host football watch parties for local alumni to gather together
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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