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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2022-01-27 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
200 S. 108 Ave, Omaha, NE 68154 • 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 |
|---|---|---|---|---|
| Td Ameritrade Inc | Omaha | NE | 09/2006 | 12/2022 |
| Mary Rivas Real Estate | Omaha | NE | 04/2007 | Present |
| Driving | Omaha | NE | 06/2014 | Present |
| Charles Schwab & Co., Inc. | Omaha | NE | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 12/2022 | Present |
1) home renovations | Investment Related:No|Other|owner|1/8/2012|20-40|0.000000|i want to start a small part time job doing remodeling related to residental housing such as painting, wallpaper, flooring., 2) CASA for Douglas County | Investment Related:No|2412 St Mary's Avenue|Omaha|Nebraska |68105|USA|Nonprofit Charitable Organizations|Advocate|1/24/2026|Less than 20|0|Volunteer Advocates to make a lasting difference in the lives of children impacted by the child welfare system due to abuse and/or neglect. this position is non compensated
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-02 |
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