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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 | 2021-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Little Rock | AR | 08/2016 | 02/2018 |
| Td Ameritrade, Inc. | Little Rock | AR | 02/2018 | 01/2020 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2020 |
| Tcg Advisors, Lp | Austin | TX | 02/2020 | 04/2021 |
| Tcg Advisory Services Llc | Austin | TX | 07/2020 | 04/2021 |
| Charles Schwab & Co.,Inc | Austin | TX | 04/2021 | Present |
| Charles Schwab Bank Ssb | Austin | TX | 04/2021 | Present |
1) Rental Property Justin Fellers, Sole Prop, investment related (single family residential rental property), Sole owner, 3210 esperanza xing 5359, Austin, tx 78758, started 10/2012, 1 hr per month or less, property manager handles property. 117 Park Circle in Texarkana, TX - I have a property manager for this property (2) Rental Property start date 01/01/2014, Owner, Real Estate Property Management, 3210 Esperanza Xing 5359 Austin, TX 78758, 2421 N Akin Texarkana, TX, Tenant has been there for multiple years so I don't do much with this property but have an annual inspection performed. Hours per month less than 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-28 |
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