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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-03 |
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. | Hamler | OH | 04/2016 | Present |
1) Joe Shively | Investment Related:No|C-401 County Road 10A|Hamler|OH|43524|USA|Agriculture/Forestry/Fishing|Owner|10/11/2018|Varies|0|I will be taking over the family farm. My duties will be owning and operating our grain farm. I will be in charge of the actual planting and harvesting of crops and the financials of the farm as a sole proprietor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-23 |
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