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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 09/2022 | Present |
| Whispers At Oak Street Beach | Chicago | IL | 05/2022 | 09/2022 |
| Kimpton Task Force | Bozeman | MT | 05/2021 | 09/2021 |
| Kimpton Hotel Group - Gray Hotel | Chicago | IL | 10/2017 | 03/2020 |
| At Your Service Hospitality Group | New York | NY | 09/2014 | 09/2017 |
| Unemployed | Chicago | IL | 10/2021 | 04/2022 |
| Unemployed | Bozeman | MT | 04/2020 | 04/2021 |
| Charles Schwab Bank, Ssb | Chicago | IL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
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