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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 | 2024-11-22 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
Crawfordsville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Crawfordsville | IN | 09/2018 | Present |
| Advanced Travel Nursing | Noblesville | IN | 12/2017 | 07/2018 |
| Lincoln Chemical Corporation | Elkhart | IN | 11/2016 | 11/2017 |
| Dicks Sporting Goods | Lafayette | IN | 05/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
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