Best Investors
Account
Sign in
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 | 2024-03-22 |
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 |
| Priority Roofing | Austin | TX | 04/2021 | 06/2022 |
| Topgolf Austin | Austin | TX | 04/2017 | 04/2021 |
| Full-Time Education | Richardson | TX | 01/2015 | 06/2017 |
| Charles Schwab Bank, Ssb | Austin | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
Reach out to this advisor