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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 | 2022-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Denver | CO | 10/2015 | 06/2024 |
| Charles Schwab & Co., Inc | Forth Worth | TX | 10/2015 | Present |
| Charles Schwab Bank Ssb | Fort Worth | TX | 07/2021 | Present |
1) Andrew Cronk Rental Property|Investment Related: No|3085 S Macon Cir , Aurora, Colorado, 80014, USA|Rental Services (Other than Real Estate)|Owner|5/1/2019|Less than 20 hour/month - 0.000000 during trading hours|Manage Rental property and accept rental income., 2) Fort Worth Chamber of Commerce|Investment Related: No|777 Taylor St #900, Fort Worth , Texas, 76102, United States |Chamber of Commerce|Board Member|11/1/2023|Less than 20 hour/month - 0.1 during trading hours|attend board meetings and provide input on issues relating to businesses in Fort Worth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-10 |
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