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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | Austin | TX | 03/2019 | Present |
| Holy Cross College | Notre Dame | IN | 09/2015 | 05/2017 |
| Holy Cross College | Notre Dame | IN | 08/2017 | 05/2018 |
| Holy Cross College | Notre Dame | IN | 08/2014 | 07/2018 |
| Unemployed | San Antonio | TX | 08/2018 | 02/2019 |
| Ppg Paints | San Antonio | IN | 06/2017 | 08/2017 |
| Charles Schwab Bank, Ssb | Austin | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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