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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jaden Smithburg Farms Llc | Flagler | CO | 07/2023 | Present |
| Hoffman Drug | Limon | CO | 03/2015 | 01/2025 |
| Pelican Lakes Resort & Golf | Windsor | CO | 05/2022 | 07/2022 |
| Power 2 Play Sports | Windsor | CO | 05/2022 | 07/2022 |
| Metropolitan State University Of Denver | Denver | CO | 06/2021 | 08/2023 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 02/2025 | Present |
1) Hoffman Drug | Investment Related:No|900 Main St|Limon|CO|80828|US|Pharmaceuticals|Pharmacy employee|3/29/2015|Less than 20|0|Clerical tasks including inbound phone calls and medicine inventory. , 2) Jaden Smithburg Farms LLC | Investment Related:No|1010 Loveland Ave|Flagler|CO|80815|US|Agriculture/Forestry/Fishing|Farm Laborer|7/1/2023|Less than 20|0|Machinery Operator, 3) GOAT | Investment Related:No|Personal/Household Services|Seller|7/20/2022|Less than 20|0|Personal seller of sneakers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
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