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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 | 2011-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2009 | Present |
1) Kevin Youatt | Investment Related:No|Printing/Publishing|Owner|11/14/2025|Less than 20|0|Generate graphic t-shirt designs and sell them online. I'll be responsible for generating the designs and selling them through a vendor website that handles all of the fulfillment activities (production, shipping, etc.).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-27 |
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