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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 01/2022 | 06/2023 |
| Buffalo Wild Wings | Edwardsville | IL | 02/2019 | 01/2022 |
| Joe's Pizza And Pasta | Edwardsville | IL | 09/2018 | 02/2019 |
| N/A | Edwardsville | IL | 08/2018 | 09/2018 |
| Custom Group Inc. | Bartlett | IL | 06/2018 | 08/2018 |
| N/A | Edwardsville | IL | 04/2018 | 06/2018 |
| Chik-Fil-A | Edwardsville | IL | 09/2017 | 04/2018 |
| N/A | Edwardsville | IL | 08/2017 | 09/2017 |
| School Health | Hanover Park | IL | 06/2017 | 08/2017 |
| Rosati's | Geln Ellyn | IL | 10/2016 | 06/2017 |
| Caputos | Hanover Park | IL | 09/2016 | 10/2016 |
| Rosati's | Schaumburg | IL | 07/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-22 |
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