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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&C | Kansas City | MO | 09/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | Leawood | MO | 10/2022 | Present |
| Cbiz | Kansas City | MO | 06/2021 | 08/2022 |
| Foster Fitness Center | Maryville | MO | 10/2020 | 05/2021 |
| Northwest Missouri State | Maryville | MO | 09/2018 | 06/2021 |
| Northwest Missouri State | Maryville | MO | 05/2018 | 08/2018 |
| Full-Time Education | Maryville | MO | 08/2016 | 12/2021 |
| Charles Schwab Bank, Ssb | Leawood | KS | 10/2022 | Present |
Alwaha Bakhoor|Investment Related:No|sell products |none|2025-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Not responsible anything specific, just help out when needed with packaging, mailing out or even making product
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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