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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 | 2024-11-16 |
Branch Locations
1225 S I-35 Frontage Rd Suite 125, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Georgetown | TX | 09/2021 | Present |
| Southwestern University | Georgetown | TX | 06/2021 | 08/2021 |
| Southwestern University | Georgetown | TX | 09/2020 | 12/2020 |
| Southwestern University | Georgetown | TX | 08/2019 | 05/2020 |
| Southwestern University | Georgetown | TX | 10/2018 | 12/2018 |
| Student | Georgetown | TX | 04/2013 | 10/2018 |
| Unemployed | Georgetown | TX | 01/2019 | 07/2019 |
| Unemployed | Georgetown | TX | 10/2020 | 05/2021 |
| Student | Georgetown | TX | 05/2020 | 09/2020 |
| Self Employed | Georgetown | TX | 05/2018 | 09/2021 |
Austin Vodka Company LLC / Goodnight Loving Vodka|Investment Related:No|12440 Trail Driver No. 103;Austin;TX;78737;USA|Food/Beverage Production|Event hand/Sampler|2026-04-10|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Assisting with set up/take down of event booth, providing product samples.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
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