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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jb Wines & Spirits | Kansas City | MO | 06/2016 | 01/2018 |
| Jb Wines & Spirits | Kansas City | MO | 01/2018 | 01/2020 |
| Jb Wines & Spirits | Kansas City | MO | 01/2020 | 01/2024 |
| Park Hill School District | Kansas City | MO | 02/2024 | 04/2025 |
| Gomers Llc | Kansas City | MO | 01/2024 | Present |
| Charles Schwab & Co., Inc. | Leawood | KS | 04/2025 | Present |
| Charles Schwab Bank | Leawood | KS | 07/2026 | Present |
1) Bodyfit KC | Investment Related:No|3838 Main St |Kansas City|Missouri|64111|USA|Sports/Physical Recreation|Coach|5/5/2025|Less than 20|0|Coach a fitness class one night week for 45 minutes , 2) Gomers LLC | Investment Related:No|Advertising|President |1/1/2024|Less than 20|0|Negotiate advertising contacts on behalf of franchisees. Billing and payment of advertising expenses. Collect trademark name use fee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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