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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2022-12-15 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bandera | TX | 09/2008 | Present |
| Charles Schwab Bank | Phoenix | AZ | 06/2011 | 01/2020 |
| Charles Schwab Trust Bank | Bandera | TX | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-06 |
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