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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-16 |
Branch Locations
10920 Via Frontera Suite 100, San Diego, CA 92127-1730 • United States
5796 Armada Drive Suite 175, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 12/2019 | 03/2025 |
| J.P. Morgan Securities Llc | San Diego | CA | 12/2019 | 03/2025 |
| Mena Properties Llc | Dubai | 11/2016 | 05/2017 | |
| San Diego Unified School District | La Jolla | CA | 10/2017 | 01/2022 |
| Bank Of America | La Jolla | CA | 04/2018 | 12/2019 |
| Home Maker | Dubai | 09/2014 | 11/2016 | |
| Home Maker | La Jolla | CA | 07/2017 | 10/2017 |
| Home Maker | Dubai | 06/2017 | 07/2017 | |
| Charles Schwab & Co., Inc. | San Diego | CA | 04/2025 | Present |
| Charles Schwab Bank, Ssb | San Diego | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-11 |
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