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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 | 2025-08-26 |
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
Jacksonville, FL • United States
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 |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 11/2018 | 06/2024 |
| Holiday Inn Club Vacations | Arlington | TX | 03/2018 | 11/2018 |
| Five Below | Flower Mound | TX | 09/2016 | 12/2016 |
| Bowlero Corp | Denton | TX | 07/2016 | 02/2018 |
| Mle Inc | North Richland Hills | TX | 06/2016 | Present |
| Charles Schwab And Co., Inc. | Omaha | NE | 03/2023 | Present |
| Charles Schwab Bank | Jacksonville | FL | 06/2025 | Present |
| Charles Schwab Trust Bank | Jacksonville | FL | 06/2025 | Present |
| Charles Schwab Premier Bank | Jacksonville | FL | 06/2025 | Present |
Name: Dice Goblin Creations / Dice Designer, Role: Designer of dice and online posting, Type: Retail Sales, Start Date: 07/01/2020, Investment Related?: No, Address: 3600 Windhaven Pkwy, Apt 3311, The Colony, TX 75056, Number of Hours/Mo: 20, Duties: I will be in charge of making dice in resin molds and then posting them onto an Etsy shop in order to sell them. Also to ship out those items to people who order them. Name: Baby Sitting, Role: Babysitter, Type: Other, Start Date: 08/01/2021, Investment Related?: No, Address: 3600 Windhaven Pkwy Apt 3311, The Colony, TX 75056, Number of Hours/Mo: 5, Duties: Watching/caring for a child while their parents are out on a date or at work. Name: Donations - Blood, Plasma, Blood Platelets, Role: Donor, Type: Other, Start Date: 09/28/2021, Investment Related?: No, Address: 2508 S Stemmons Fwy, Lewisville, TX 75067, Number of Hours/Mo: 10, Duties: Sitting for roughly an hour up to twice a week to donte Blood, plasma, or platelets to help others in need medically.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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