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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-29 |
Branch Locations
2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
136 15Th Street, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2022 | 06/2023 |
| Northwestern Mutual | Denver | CO | 03/2021 | 08/2021 |
| Meticulous Painting Llc | Pittsburgh | PA | 06/2019 | 08/2019 |
| Trax Farms | Finleyville | PA | 01/2018 | 05/2018 |
| Lilliput Play Homes | Finleyville | PA | 05/2019 | 06/2019 |
| Green Cherry Organics | Fort Collins | CO | 07/2020 | 08/2020 |
| Full Time Education | Mcmurray | PA | 08/2012 | 05/2018 |
| N/A | Venetia | PA | 05/2018 | 08/2018 |
| N/A | Fort Collins | CO | 08/2018 | 05/2022 |
| Green Cherry Organics | Fort Collins | CO | 07/2020 | 08/2020 |
| Lilliput Play Homes | Finleyville | PA | 05/2019 | 06/2019 |
| Trax Farms | Finleyville | PA | 01/2018 | 05/2018 |
| Full Time Education | Fort Collins | CO | 08/2018 | 05/2019 |
| Full Time Education | Mcmurray | PA | 08/2016 | 05/2017 |
| Unemployed | Venetia | PA | 05/2017 | 08/2017 |
| Full Time Education | Mcmurray | PA | 08/2017 | 05/2018 |
| Unemployed | Venetia | PA | 05/2018 | 08/2018 |
| Full Time Education | Fort Collins | CO | 08/2019 | 05/2020 |
| Unemployed | Venetia | PA | 05/2020 | 07/2020 |
| Full Time Education | Fort Collins | CO | 08/2020 | 05/2021 |
| Full Time Education | Fort Collins | CO | 08/2021 | 05/2022 |
| Unemployed | Fort Collins | CO | 05/2022 | 06/2022 |
| Charles Schwab | Lone Tree | CO | 06/2023 | 08/2024 |
| Charles Schwab | Lone Tree | CO | 08/2024 | 03/2025 |
| Unemployed | Venetia | PA | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Pittsburgh | PA | 05/2025 | Present |
| Charles Schwab Bank, Ssb | Pittsburgh | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-04 |
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