Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthnest Planners | Chandler | AZ | 11/2020 | 01/2025 |
| Southwest Medical Billing | Phoenix | AZ | 07/2018 | 12/2020 |
| Full Time Education | Phoenix | AZ | 06/2015 | 04/2019 |
| Lpl Financial Llc | Chandler | AZ | 11/2020 | 01/2025 |
| H&R Block | Phoenix | AZ | 02/2025 | 04/2025 |
| Fitness International, Llc | Chandler | AZ | 07/2024 | 11/2024 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2025 | Present |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
Reach out to this advisor