Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2017-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2006 | Present |
| Digital Altitude | Lewes | DE | 11/2016 | 05/2018 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 06/2022 | Present |
| Charles Schwab Premiere Bank | Lone Tree | CO | 06/2022 | Present |
| Charles Schwab Trust Bank | Lone Tree | CO | 06/2022 | Present |
1) Sourdough Microbakery | Investment Related:No|Food/Beverage Production|Baker|5/1/2026|Less than 20|0|I will be baking sourdough products from my home and selling them in the community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-16 |
Reach out to this advisor