Best Investors
Account
Sign in
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 | 2025-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Island Country Club | Mercer Island | WA | 01/2020 | 08/2020 |
| Nordstrom | Seattle | WA | 11/2020 | 01/2021 |
| Nordstrom | Seattle | WA | 06/2021 | 08/2021 |
| Nordstrom | Newport Beach | CA | 12/2022 | 01/2023 |
| Nordstrom | Newport Beach | CA | 06/2023 | 08/2023 |
| Charles Schwab & Co. | Irvine | CA | 11/2024 | Present |
| Full Time Education | Mercer Island | WA | 06/2015 | 06/2020 |
| Full Time Education | Fort Worth | TX | 08/2020 | 05/2024 |
| Unemployed | Laguna Beach | CA | 06/2024 | 10/2024 |
| Rent-A-Frog-Valet | Fort Worth | TX | 09/2023 | 11/2023 |
| Hixon Law Firm, Pllc | Mercer Island | WA | 05/2022 | 08/2022 |
| Charles Schwab Bank | Irvine | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
Reach out to this advisor