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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 | 2024-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2023 | 05/2024 |
| Lyft | Mesa | AZ | 11/2023 | 12/2023 |
| Dog Trainer Us | Peoria | AZ | 02/2023 | 12/2023 |
| Vault | St Petersburg | FL | 07/2022 | 01/2023 |
| Cincinnati Insurance | Cincinnati | OH | 01/2019 | 06/2022 |
| Us Bank | Cincinnati | OH | 10/2016 | 01/2019 |
| Dominos Pizza | Akron | OH | 08/2015 | 12/2016 |
| Jimmy Johns | Akron | OH | 11/2013 | 10/2016 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | Present |
1) Rental Home|Investment Related: No|1230 E Peoria Ave, Phoenix, AZ, 85020, USA|Real Estate (Non-Agent/Broker)|Owner|11/1/2021|Less than 20 hour/month - 0 during trading hours|Maintenance, tenant management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
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