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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-11 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
Macon, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Macon | GA | 11/2013 | Present |
| Charles Schwab Bank, Ssb | Macon | GA | 11/2020 | Present |
| Charles Schwab Premiere Bank | Macon | GA | 11/2020 | Present |
| Charles Schwab Trust Bank | Macon | GA | 11/2020 | Present |
1) Doterra International LLC | Investment Related:No|389 S 1300 W|Pleasant Grove|UT|84062|USA|Healthcare Services|Wellness Advocate|6/22/2017|Less than 20|0|Network Marketing with Essential Oils, 2) Brandi Crosby|Investment Related:No|110 Saint Martinique Pl;Macon;GA;31210;USA|Advertising|Owner|2021-09-12|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|gohighlevel Saas for musicians, updating my marketing disclosure under my name to forming an official company registering with the state of Georgia, Resonance Box LLC - allowing for building of websites and digital marketing - will be incorporating soon and with update with Organization documents 3) Red Dog Public Safety Outfitters | Investment Related:No|1020 Indian Springs Dr|Forsyth|GA|31029|USA|Retail|Customer Service Representative|12/18/2023|Less than 20|0|Family retail business that I will be helping with that provides retail items for public safety professionals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-11 |
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