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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-07 |
Branch Locations
Pueblo West, CO • United States
9800 Schwab Way, Lone Tree, CO 80124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Pueblo West | CO | 03/2022 | Present |
| Nex-Tech Wireless | Hays | KS | 07/2020 | 12/2020 |
| Mobile Revive | Manhattan | KS | 02/2020 | 03/2020 |
| Device Dr | Castle Rock | CO | 04/2019 | 12/2019 |
| 24 Hour Fitness | Littleton | CO | 01/2019 | 05/2019 |
| Device Dr | Castle Rock | CO | 11/2018 | 12/2018 |
| Larry H Miller Nissan Highlands Ranch | Highlands Ranch | CO | 07/2018 | 10/2018 |
| Device Dr | Castle Rock | CO | 01/2018 | 05/2018 |
| Wag N' Wash | Castle Rock | CO | 09/2017 | 01/2018 |
| Device Dr. | Castle Rock | CO | 01/2017 | 08/2017 |
| Verizon Wireless | Castle Rock | CO | 02/2021 | 03/2022 |
| Adt Securities | Castle Rock | CO | 01/2021 | 01/2021 |
| Castle Rock Rec Center Aquatics | Castle Rock | CO | 06/2014 | 01/2017 |
| Home Depot | Castle Rock | CO | 07/2017 | 09/2017 |
| Unemployed | Highlands Ranch | CO | 03/2020 | 07/2020 |
1) Collect-A-Billion | Investment Related:No|Other|Auctioneer/Owner/Starter|1/24/2023|Less than 20|0|I started a business of collecting collectables. Things like Lego sets and minifigures, trading Cards, and comic books. I plan on selling and advertising on an app called WhatNot. I also sell them on Ebay and a website called Bricklink, which is under the business name (Collect-A-Billion).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-08 |
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