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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-28 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 09/2020 | Present |
| Wyndham Destinations (Rci) | Indianapolis | IN | 11/2017 | 08/2019 |
| Martins Supermarket | South Bend | IN | 02/2016 | 10/2017 |
| Mr. Plumber | Carmel | IN | 08/2019 | 08/2020 |
| Charles Schwab Bank, Ssb | Indianapolis | IN | 01/2025 | Present |
Keshaun Stewart|Investment Related:No|1721 N. Johnson Street ;South bend ;Indiana;46628;United States of america|Real Estate (Non-Agent/Broker)|Landlord|2023-07-01|Hours Per Month: Less than 20|Hours Spent during Security Trading:0|Owner maintain property, collect rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
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