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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lugoff | SC | 10/2021 | Present |
| Fis | Colorado Springs | CO | 08/2021 | 10/2021 |
| T. Rowe Price | Colorado Springs | CO | 01/2021 | 07/2021 |
| King Soopers | Colorado Springs | CO | 07/2018 | 01/2021 |
| University Of Colorado | Colorado Springs | CO | 08/2017 | 08/2020 |
| Five Guys | Colorado Springs | CO | 10/2016 | 07/2018 |
| Taco Bueno | Colorado Springs | CO | 06/2015 | 10/2016 |
1) Ty Bissen | Investment Related:No|Other|Trading Card Dealer|9/20/2023|Less than 20|0|Buying and Selling Trading cards, Including Football, Baseball, Basketball, Soccer, Hockey, Racing, Pokemon cards, ect. Submitting cards to grading services to determine the quality of the card. Recordkeeping of inventory, as well as profits and losses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-13 |
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