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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 | 2023-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2018 | 04/2022 |
| Babysitting Austin, Llc | Austin | TX | 05/2016 | 05/2018 |
| Austin Dog Butler | Austin | TX | 01/2018 | 03/2018 |
| University Of Texas At Austin | Austin | TX | 08/2014 | 05/2018 |
| Charles Schwab Bank, Ssb | Austin | TX | 01/2021 | 04/2022 |
| Charles Schwab & Co., Inc | Austin | TX | 07/2018 | Present |
| Schwab Retirement Plan Services, Inc. | Austin | TX | 04/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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