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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 | 2022-01-27 |
Branch Locations
Springtown, TX • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 04/2015 | 12/2022 |
| Charles Schwab And Co., Inc. | Springtown | TX | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Springtown | TX | 11/2023 | Present |
MY SPOUSE AND I HAVE A COMPANY THAT IS INACTIVE. THE COMPANY NAME IS HEALTHE TERRA, THE ORIGINAL IDEA WAS TO GROW AND SELL ORGANIC VEGETABLES. THE BUSINESS IS NOT INVESTMENT RELATED. THE ADDRESS IS 220 W WOODY CREEK CT. SPRINGTOWN TX 76082. MY NAME IS LISTED AS A CO-OWNER, I SPEND 0 HOURS A WEEK ON THIS BUISNESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-26 |
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