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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 | 2025-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Irvine | CA | 11/2024 | Present |
| Charles Schwab Bank, Ssb | Irvine | CA | 11/2024 | Present |
| Unemployed | Corona Del Mar | CA | 06/2024 | 11/2024 |
| Waco Surf And Hotel | Waco | TX | 08/2023 | 05/2024 |
| Baylor University Life Center | Waco | TX | 01/2023 | 05/2023 |
| Full-Time Education | Waco | TX | 11/2014 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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