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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_RES | 2019-01-02 |
| CA | RA | APPROVED | 2006-10-17 |
Branch Locations
2399 Seal Beach Blvd. Suite 101, Seal Beach, CA 90740-5630 • United States
2825 Main Street, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Seal Beach | CA | 07/2005 | Present |
| Charles Schwab Bank | Seal Beach | CA | 07/2005 | Present |
1) Saints Simon and Jude School | Investment Related:No|20400 magnolia st|huntington beach|CA|92646|USA|Education|Board Member|9/1/2021|Less than 20|0|development and financial committee for my children's school. review how funds are spent, monies coming into school and how funds are managed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
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