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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
511 Park Avenue Suite 145, Orange Village, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B&M Bbq | Cleveland | OH | 03/2016 | 08/2017 |
| Alley Cat Oyster Bar | Cleveland | OH | 09/2017 | 01/2018 |
| Siverspot Movie Theater | Orange | OH | 03/2018 | 06/2018 |
| Cvs | Shaker | OH | 07/2018 | 07/2020 |
| Walgreens | Shaker | OH | 09/2020 | 10/2021 |
| Miami University | Oxford | OH | 07/2021 | 05/2022 |
| Charles Schwab & Co., Inc. | Orange | OH | 01/2026 | Present |
| Unemployed | Oxford | OH | 09/2025 | 01/2026 |
| Level 27 Apartments | Oxford | OH | 07/2022 | 10/2023 |
| Aramark Dining Services | Oxford | OH | 08/2023 | 05/2024 |
| Miami University | Oxford | OH | 01/2025 | 08/2025 |
| Miami University | Oxford | OH | 10/2024 | 12/2024 |
| Unemployed | Cleveland | OH | 06/2022 | 07/2022 |
| Unemployed | Oxford | OH | 06/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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