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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 | 2023-05-31 |
| CA | RA | APPROVED | 2022-01-09 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2013 | 11/2021 |
| Charles Schwab & Co., Inc. | Aurora | CO | 11/2021 | Present |
1) Jessica Starkloff Rental Property | Investment Related:No|9862 E Ignition Drive|Mesa|AZ|85212|USA|Real Estate (Non-Agent/Broker)|Owner - Landlord|4/28/2026|Less than 20|0|Recently moved states and will be renting my former home in Arizona. Responsibilities will be limited to overseeing activities performed by property manager, Rentals America.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
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