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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 | 2017-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 08/2016 | Present |
| Charles Schwab Bank | Austin | TX | 05/2019 | 04/2020 |
| Charles Schwab Trust Bank | Austin | TX | 05/2019 | Present |
1) Rental Property | Investment Related:No|5600 Jeff Davis Ave Unit B|Austin|TX|78756|USA|Real Estate (Non-Agent/Broker)|Owner|7/16/2017|Less than 20|0|Owner of property, collect rent from tenants. Negligible time spent on it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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