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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 | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellco Credit Union | Greenwood Village | CO | 03/2016 | 06/2025 |
| Charles Schwab & Co., Inc | Westlake | TX | 12/2025 | Present |
| Unemployed | Plano | TX | 07/2025 | 11/2025 |
1) Joshua Rojas Rental Properties | Investment Related:No|1543 Havana St|Aurora|CO|80010|United States |Real Estate (Non-Agent/Broker)|Landlord|7/28/2023|Less than 20|0|I own two rental properties in Colorado that I manage. No financial services related responsiblities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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