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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-02 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • United States
Wentzville, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Field | MO | 09/2019 | 12/2022 |
| Amazon | Brentwood | MO | 05/2019 | 09/2019 |
| Cengage | New York | NY | 01/2019 | 05/2020 |
| Ladue Pharmacy | Ladue | MO | 04/2018 | 01/2020 |
| Dairy Queen | St. John | MO | 02/2015 | 07/2018 |
| Charles Schwab & Co., Inc. | Wentzville | MO | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
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