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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-06 |
| GA | RA | APPROVED | 2024-06-03 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | San Diego | CA | 06/2019 | 11/2023 |
| Td Ameritrade | Tallahassee | FL | 08/2018 | 06/2019 |
| Banana Republic | Tallahassee | FL | 05/2018 | 08/2018 |
| Loft Outlet | Tallahassee | FL | 05/2018 | 08/2018 |
| Florida State University | Tallahassee | FL | 08/2017 | 05/2019 |
| Village Inn | Tampa | FL | 05/2017 | 08/2017 |
| College | Tallahassee | FL | 08/2015 | 05/2019 |
| Charles Schwab & Co., Inc. | San Diego | CA | 07/2021 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 07/2021 | Present |
Northlands Church|Investment Related:No|6630 bay cir;norcross;ga;30071;usa|Admin assistant for a religious organization|Admin Assistant|2024-11-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|No financial services are being offered. I help with assistant-like work, checking people in for church, printing notes for small group classes, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-21 |
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