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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-05 |
Branch Locations
511 Park Avenue Suite 145, Orange Village, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Cleveland | OH | 12/2021 | 12/2022 |
| Pro Unlimited / Temp Td Ameritrade | Cleveland | OH | 08/2021 | 11/2021 |
| Not Employed | Massillon | OH | 05/2021 | 07/2021 |
| Full Time Student | North Canton | OH | 09/2019 | 04/2021 |
| Boys And Girls Club Of Massillon | Massillon | OH | 06/2019 | 08/2019 |
| Air Equities/Shell Soho | New York | NY | 05/2019 | 05/2019 |
| Full-Time Education | Massillon | OH | 01/2012 | 05/2019 |
| Charles Schwab And Co., Inc. | Cleveland | OH | 12/2022 | Present |
| Charles Schwab Bank | Cleveland | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-07 |
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