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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 | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 10/2021 | Present |
| Realtor.cOm | Austin | TX | 10/2018 | 10/2021 |
| Best Buy | San Marcos | TX | 10/2017 | 08/2018 |
| Sbc Global | New Braunfels | TX | 08/2017 | 10/2017 |
| Jackson Hewitt | San Marcos | TX | 02/2017 | 05/2017 |
| Capstone Management | Austin | TX | 09/2018 | 10/2018 |
| Amazon Wharehouse | San Marcos | TX | 05/2017 | 07/2017 |
| Walmart | San Marcos | TX | 08/2014 | 12/2016 |
| Charles Schwab Bank | Austin | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-03 |
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