Best Investors
Account
Sign in
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 | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2022 | Present |
| House Of The Painter | Fort Collins | CO | 05/2018 | 08/2018 |
| The Home Depot | Louisville | CO | 02/2019 | 04/2022 |
| Unemployed | La Habra | CA | 01/2012 | 04/2018 |
| Unemployed | Thornton | CO | 09/2018 | 02/2019 |
| Unemployed | Thornton | CO | 05/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-27 |
Reach out to this advisor