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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-30 |
| CA | RA | APPROVED | 2010-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 09/2010 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 10/2010 | Present |
Instacart|Investment Related:No|Grocery Delivery Service|Shopper|2023-05-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I would like to delivery for Instacart on the weekends. I will be responsible for shopping for and delivering grocery orders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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