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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. . | Phoenix | AZ | 06/2022 | Present |
| Retail Merchandising Services | Brooklyn Park | MN | 10/2019 | 08/2021 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 04/2022 |
| Excel Landscaping | Scaramento | CA | 06/2018 | 08/2019 |
| Full Time Education | Sacramento | CA | 01/2014 | 05/2018 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
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