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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| CO | RA | APPROVED | 2022-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2014 | 08/2021 |
| Tiaa | Denver | CO | 09/2014 | 08/2021 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 01/2022 | Present |
| Ed's Building Services | Englewood | CO | 07/2012 | Present |
1) Eds Building Services | Investment Related:No|9800 s Peoria Street |Englewood|Co.|80112|USA|Construction - Industrial Facilities/Infrastructure|Maintenance |7/1/2012|20-40|0|Provide facility services as needs for a FAA services building. General facility needs and upkeep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-06 |
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