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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-05 |
Branch Locations
800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Menlo Park | CA | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Menlo Park | CA | 06/2021 | Present |
| San Jose State University | San Jose | CA | 08/2018 | 12/2020 |
| Sunnyvale Alliance Soccer Club | Sunnyvale | CA | 08/2016 | 02/2020 |
| Sunnyvale Alliance Soccer Club | Sunnyvale | CA | 02/2020 | Present |
| Fish Market Restaurant | Santa Clara | CA | 08/2016 | 05/2018 |
| West Valley College | Saratoga | CA | 07/2015 | 05/2018 |
Sunnyvale Alliance Soccer Club | not investment related | Sunnyvale, California | start date 02/11/2020 | Technical Director | coach boys soccer teams and create curriculum for training of the boys ages seven to twelve years old; also coach weekend games for the boys teams that I coach | 20 to 40 hours per month | none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
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