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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_RES | 2026-01-05 |
| IN | RA | APPROVED | 2022-08-02 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Franklin | IN | 05/2020 | Present |
| Verbarg Risk Management | Indianapolis | IN | 12/2019 | 03/2020 |
| Heineman State Farm | Greenwood | IN | 01/2016 | 12/2019 |
| Unemployed | Franklin | IN | 04/2020 | 05/2020 |
| Northwestern Mutual | Greenwood | IN | 03/2016 | 12/2016 |
| Charles Schwab Bank, Ssb | Franklin | IN | 06/2022 | Present |
1) Scott Tuttle | Investment Related:No|3912 w state road 44|Franklin|IN|46131|USA|Other|Owner|5/20/2021|20-40|0|I drag race (cars). This is going on the MDO from possible income if I win a big race. I only race in the summer months., 2) Patchmaster North Indianapolis | Investment Related:No|16420 Overlook Park PL|Noblesville|Indiana|46060|Hamilton|Construction - Residential/Commercial/Office|Manager|5/29/2025|20-40|0|Manager to oversee drywall jobs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
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