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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Home Depot | Noblesville | IN | 04/2022 | 11/2024 |
| Aspen Creek | Noblesville | IN | 04/2021 | 02/2022 |
| Urban Air | Noblesville | IN | 09/2019 | 04/2021 |
| Wolfies Grill | Noblesville | IN | 06/2018 | 11/2018 |
| Full Time Education | Noblesville | IN | 12/2018 | 08/2019 |
| Full Time Education | Noblesville | IN | 01/2015 | 10/2018 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-15 |
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