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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 | 2023-05-30 |
| CA | RA | APPROVED | 2010-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 11/2009 | Present |
| Usa Today | Phoenix | AZ | 10/2016 | 10/2017 |
| The Long Ball | Tolleson | AZ | 09/2016 | Present |
1) The Long Ball | Investment Related:No|8931 W Forest Grove|Tolleson|AZ|85353|USA|Printing/Publishing|Publisher/Editor|9/1/2016|Less than 20|0|I write and edit articles for a self published sports blog. It is a website that I administer and own. , 2) Votum | Investment Related:No|Travel/Transportation/Tourism|Founder|6/24/2026|Less than 20|0|A Web Application that helps individuals or group plan for bucket list items like trips or experiences.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-16 |
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