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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED | 2023-01-09 |
| CA | RA | APPROVED | 2021-12-07 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2019 | Present |
| Yelp, Inc. | Scottsdale | AZ | 09/2018 | 08/2019 |
| Sardella's Pizza And Wings | Phoenix | AZ | 05/2016 | 08/2018 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 11/2022 | Present |
1) Business Oberservations | Investment Related:No|N/A|Peoria|AZ|85382|USA|Management Consulting Services|Shopper|9/1/2019|Less than 20|0|I did secret shops for apartments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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