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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 | 2002-06-12 |
Branch Locations
947 Gessner Road Suite A260, Houston, TX 77024-2501 • United States
19205 Gulf Freeway, Webster, TX 77598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 05/2002 | Present |
| Charles Schwab Bank | Houston | TX | 02/2005 | Present |
| 2629 Investments Llc | League City | TX | 02/2011 | Present |
1) 2629 Investments LLC | Investment Related:No|2909 Royal Bay Ct|League City|TX|77573|USA|Other|Partner|2/23/2011|Less than 20|0|Joint partner in LLC holding residential rental property. This will be existing property that will be moved to a LLC to provide legal protection.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-25 |
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