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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-07 |
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 |
|---|---|---|---|---|
| Dicks Sporting Goods | Plainfield | IN | 02/2019 | 06/2022 |
| Charles Schwab & Co., Inc. | Avon | IN | 09/2020 | Present |
| Sherwin Williams | Indianapolis | IN | 05/2014 | 01/2019 |
| Avon High School | Avon | IN | 08/2017 | 07/2019 |
| Avon High School | Avon | IN | 01/2019 | 06/2019 |
Brownsburg High School|Investment Related:No|1000 South Odell Street;Brownsburg;IN;46112;United States of America|Education|Assistant Football Coach|2023-07-17|Hours Per Month:Varies|Hours Spent during Security Trading:0|I just coach football to high school players.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-27 |
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