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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 06/2022 | Present |
| Coaches Insider | Fort Collins | CO | 11/2021 | 03/2022 |
| Follett Corporation | Greeley | CO | 08/2019 | 09/2019 |
| Niu Football/Huskie Vision | Dekalb | IL | 04/2016 | 05/2019 |
| Founder's Library | Dekalb | IL | 04/2015 | 04/2018 |
| University Of Northern Colorado | Greeley | CO | 08/2019 | 12/2020 |
| University Of Northern Colorado | Greeley | CO | 07/2021 | 11/2021 |
| University Of Northern Colorado | Greeley | CO | 09/2019 | 12/2020 |
| Thirsty Discount Liquors | Dekalb | IL | 05/2018 | 08/2019 |
| University Of Northern Colorado | Greeley | CO | 01/2021 | 05/2021 |
| Unemployed | Fort Collins | CO | 04/2022 | 05/2022 |
| Unemployed | Greeley | CO | 06/2021 | 06/2021 |
| Unemployed | Greeley | CO | 06/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
Reach out to this advisor