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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Northbrook | IL | 06/2021 | Present |
| Florida State University Office Of Institutional Research | Tallahassee | FL | 08/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | Bellevue | WA | 06/2020 | 08/2020 |
| Florida State University Office Of Institutional Research | Tallahassee | FL | 01/2020 | 04/2020 |
| Lowcountry Chamber Music Festival | Savannah | GA | 06/2018 | 06/2018 |
| Full-Time Education | Tallahassee | FL | 07/2018 | 01/2020 |
| Chegg | Santa Clara | CA | 02/2018 | 06/2018 |
| Full-Time Education | Tampa | FL | 01/2011 | 06/2017 |
| Full-Time Education | Tallahassee | FL | 08/2017 | 02/2018 |
| Charles Schwab Bank Ssb | Nortbrook | IL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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