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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 | 2026-04-29 |
Branch Locations
2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States
1186 Roseville Parkway Suite 180, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Sacramento | CA | 08/2014 | 05/2025 |
| Aspire Volleyball Club | Folsom | CA | 12/2016 | Present |
| Vista Del Lago High School Boys Volleyball | Folsom | CA | 02/2021 | 03/2025 |
| Christian Brothers High School Girls Volleyball | Sacramento | CA | 08/2025 | 11/2025 |
| University Enterprises, Inc. | Sacramento | CA | 07/2023 | 07/2025 |
| Walmart | Folsom | CA | 02/2022 | 12/2022 |
| Belwood Investments | Folsom | CA | 04/2021 | 12/2021 |
| Jamba Juice | Folsom | CA | 08/2020 | 03/2021 |
| Equitable Advisors, Llc | Folsom | CA | 11/2025 | 04/2026 |
| Charles Schwab & Co., Inc. | Roseville | CA | 04/2026 | Present |
| Charles Schwab Bank, Ssb | Roseville | CA | 04/2026 | Present |
1) Aspire Volleyball Club | Investment Related:No|798 Heritage PL|Sports/Physical Recreation|Coach|2016-12-01|Less than 20|0|As a coach I create practice plans, provide technical feedback on volleyball related skills, there are no financial services or investment related responsibilities related to this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
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