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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
Branch Locations
8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 07/2021 | 06/2022 |
| Bbva | Austin | TX | 04/2021 | 07/2021 |
| Frost Bank | Austin | TX | 03/2021 | 04/2021 |
| Razzoo's Cajun Cafe | Round Rock | TX | 11/2020 | 03/2021 |
| United States Postal Service | Leander | TX | 09/2020 | 11/2020 |
| Unemployment | Austin | TX | 03/2020 | 09/2020 |
| Razzoo's Cajun Cafe | Lewisville | TX | 05/2018 | 03/2020 |
| Whataburger | Denton | TX | 03/2017 | 08/2018 |
| University Of North Texas | Denton | TX | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc. | Dallas | TX | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Dallas | TX | 05/2024 | Present |
1) Amazon Flex|Investment Related: No|Distribution|Flex Driver|1/1/2024|20-40 hour/month - 2 during trading hours|I deliver Amazon packages to homes and businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
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