Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2019-01-04 |
| CA | RA | APPROVED | 2006-08-23 |
Branch Locations
10920 Via Frontera Suite 100, San Diego, CA 92127-1730 • United States
7777 Fay Ave Suite 105, La Jolla, CA 92037-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co, Inc. | San Diego | CA | 08/2006 | Present |
| Charles Schwab Bank Ssb | San Diego | CA | 08/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
Reach out to this advisor