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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-16 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
Whitestown, IN • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2020 | Present |
| The National Bank Of Indianapolis | Indianapolis | IN | 07/2016 | 01/2020 |
| Enterprise Leasing | Avon | IN | 02/2020 | 03/2020 |
Brian Collins, Owner, Start date 07/16/2016, Number of hours during business - 0- stock the Vending machines I buy the inventory for the machines, I do the finances
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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