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 |
|---|---|---|---|
| SC | RA | APPROVED | 2017-10-03 |
Branch Locations
1033 Roberts Branch Parkway Suite 203, Columbia, SC 29203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Columbia | SC | 10/2014 | 09/2017 |
| Charles Schwab & Co., Inc. | Columbia | SC | 09/2017 | Present |
1) GETHSEMANE BAPTIST CHURCH | Investment Related:No|300 ALLIANCE RD|LEXINGTON|SC|29073|USA|Other|PASTORAL ADVISOR|10/29/2017|Less than 20|0|MEET WITH PASTOR AND A FEW OTHER MEN FROM THE CHURCH, PASTOR HAS ASKED TO GO OVER FINANCES OF THE CHURCH AND ISSUES HE IS FACING AS PASOTR TO GIVE COUNCIL AS NEEDED AND ALSO PASTOR IS WANTING TO ADD ME AS A SIGNER OF THE CHURCH ACCOUNT TO BE ABLE TO SIGN CHECK FOR VARIOUS NEEDS CONCERNING THE ADMINISTRATION OF THE CHURCH FINANCES. , 2) Sleep Then Awake LLC | Investment Related:No|213 Sailing Club Dr.|Columbia|SC|29229|USA|Healthcare Services|Treasurer||Less than 20|0|I will be providing guidance to my wife and help her with maintaining records and the business administration. , 3) Son Of God LLC | Investment Related:No|Financial Services|Owner|3/4/2021|Less than 20|0|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-28 |
Reach out to this advisor