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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 | 2022-11-08 |
| CA | RA | APPROVED | 2021-08-04 |
Branch Locations
947 Gessner Road Suite A260, Houston, TX 77024-2501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 08/2019 | Present |
| Klein Independent School District | Spring | TX | 10/2016 | 02/2021 |
| Asics America | Cypress | TX | 06/2014 | 07/2019 |
| Prairie View A&M University | Prairie View | TX | 08/2017 | 05/2019 |
| Prairie View A&M University Athletics | Prairie View | TX | 08/2017 | 05/2018 |
| Charles Schwab Bank, Ssb | Houston | TX | 05/2021 | Present |
| Rosehill Beer Garden | Cypress | TX | 01/2018 | 05/2018 |
| Td Ameritrade, Inc. | Houston | TX | 01/2024 | 06/2024 |
"Start Date = 11-22-16| Klein Independent School District| Substitute Teacher| Spring, TX| Hours/Month = Less than 20| Provided coverage for teachers K-12 who are not present on a particular day. Tutored students on various subjects, such as math, reading, and social studies."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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