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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 06/2006 | 06/2024 |
| Charles Schwab & Co., Inc. | San Diego | CA | 02/2021 | Present |
1) Lake Murray Little League | Investment Related:No|5638 Lake Murray Blv Suite 144|San Diego|CA|91942|USA|Sports/Physical Recreation|Lake Murray Little League Board member. Job title has not been chosen yet|10/1/2023|Less than 20|0|I coach a little league team and now I have been elected the board of directors to help manage league duties. My title is sponsorship..., 2) Moore LLC | Investment Related:No|4901 Morena Blv|San Diego|Californai|92117|USA|Sports/Physical Recreation|Coach|12/1/2025|Varies|0|Coach Travel Baseball
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
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