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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
409 Throckmorton St, Fort Worth, TX 76102 • United States
1524 E. Southlake Blvd, Southlake, TX 76092-6421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tres Ninos | Nocona | TX | 05/2015 | 07/2018 |
| Jimmy Johns | Stephenville | TX | 05/2019 | 07/2021 |
| Top Tier Irrigation And Landscape | Weatherford | TX | 07/2021 | 01/2022 |
| Southwest Office Systems | Euless | TX | 01/2022 | 02/2025 |
| Charles Schwab & Co., Inc. | Southlake | TX | 02/2025 | Present |
| Full Time Education | Stephenville | TX | 07/2018 | 05/2019 |
| Charles Schwab Bank | Southlake | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
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