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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 | 2024-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2020 | Present |
| City Of Nacogdoches | Nacogdoches | TX | 02/2014 | 11/2020 |
1) Freelance author | Investment Related:No|Other|Author|1/1/2012|Less than 20|0|I am a freelance author of film scripts, comics, novels, and short stories. I also edit works and collections of work. I sell copies of this written work as well as admission to the films. None of these are related to finance., 2) YouTube | Investment Related:No|Other|Streamer|8/18/2026|Less than 20|0|Playing games and entertainment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-25 |
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