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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-03 |
Branch Locations
13501 Nall Avenue, Leawood, KS 66224-8902 • United States
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Bank | Rogers | AR | 06/2022 | 05/2023 |
| Arvest Wealth Management | Rogers | AR | 06/2022 | 05/2023 |
| Arvest Bank | Little Rock | AR | 06/2021 | 06/2022 |
| Arvest Bank | Little Rock | AR | 02/2021 | 06/2021 |
| Vacation Tour & Travel | Conway | AR | 08/2020 | 12/2020 |
| University Of Central Arkansas | Conway | AR | 08/2020 | 05/2022 |
| National Park College | Hot Springs | AR | 01/2020 | 08/2020 |
| Windows Usa | Royal | AR | 05/2019 | 01/2020 |
| University Of Arkansas | Fayetteville | AR | 08/2017 | 12/2018 |
| Unemployed | Royal | AR | 01/2019 | 05/2019 |
| Lake Hamilton High School | Pearcy | AR | 08/2013 | 07/2017 |
| Arvest Wealth Management | Mission | KS | 05/2022 | 05/2024 |
| Charles Schwab & Co., Inc | Leawood | KS | 05/2024 | Present |
| Charles Schwab Bank, Ssb | Leawood | KS | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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