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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Newport Beach | CA | 07/2022 | Present |
| P.F. Changs | Anaheim | CA | 11/2018 | 06/2022 |
| La Creme Frozen Yogurt | Meridian | ID | 06/2018 | 11/2018 |
| Student | Boise | ID | 05/2018 | 05/2021 |
| Jamms Frozen Yogurt | Moscow | ID | 09/2017 | 05/2018 |
| Student | Moscow | ID | 05/2017 | 05/2018 |
| Barely Grown Day Care | Meridian | ID | 08/2016 | 08/2017 |
| Student | Meridian | ID | 05/2013 | 05/2017 |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 07/2022 | Present |
1) Pilates|Investment Related: No|Sports/Physical Recreation|Pilates Instructor|12/11/2023|Less than 20 hour/month - 0 during trading hours|Instructing Pilates related exercises., 2) Arbonne|Investment Related: No|Consumer goods sales|Independent Consultant|5/30/2024|Less than 20 hour/month - 0 during trading hours|Essentially, I am an ambassador for this company and I am compensated when someone uses my link to purchase products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-18 |
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