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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 | 2023-02-20 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Town And Country | MO | 01/2020 | 02/2023 |
| Td Ameritrade | Town And Country | MO | 09/2019 | 01/2020 |
| Busey Bank | Edwardsville | IL | 06/2019 | 09/2019 |
| Southern Illinois University Edwarsville | Edwardsville | IL | 08/2018 | 06/2019 |
| Wallis Companies | St.PEters | MO | 05/2017 | 09/2018 |
| Alzheimers Association | Olivette | MO | 05/2017 | 12/2017 |
| Southern Illinois University Edwardsville | Edwardsville | IL | 08/2016 | 05/2017 |
| White Castle | St. Peters | MO | 06/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | St Louis | MO | 02/2023 | Present |
Fort Zumwalt Lacrosse|Investment Related:No|8050 Mexico rd;st peters;mo;63368;U.S.|Sports/Physical Recreation|Assistant Coach|2026-03-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Helping coach 12u kids
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-01 |
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