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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Of Faith | Hockley | TX | 10/2014 | 07/2017 |
| Full-Time Education | San Marcos | TX | 08/2017 | 05/2022 |
| Reliant Pest Management | Austin | TX | 05/2018 | 08/2018 |
| Texas Skii Ranch | New Braunsfels | TX | 03/2019 | 05/2020 |
| Door Dash | Austin | TX | 06/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | Austin | TX | 10/2022 | Present |
| Harpers | San Marcos | TX | 10/2020 | 01/2022 |
| Hill Country Event Staffing | Dripping Springs | TX | 12/2021 | 02/2022 |
| Charles Schwab Bank | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-22 |
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