Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/2019 | Present |
| Walmart | Phoenix | AZ | 03/2018 | 12/2018 |
| Sitelock | Scottsdale | AZ | 07/2017 | 12/2017 |
| Verizon Wireless | Laveen | AZ | 07/2016 | 05/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 12/2018 |
| South Mountain Community College | Phoenix | AZ | 08/2014 | 05/2017 |
| Emmarie Behavioral Home | Phoenix | AZ | 12/2017 | 01/2018 |
| Charles Schwab Bank Ssb | Phoenix | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-14 |
Reach out to this advisor