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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-13 |
Branch Locations
11108 West Broad Street, Glen Allen, VA 23060 • United States
4701 Virginia Beach Blvd. Suite 200, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Virginia Beach | VA | 11/2022 | Present |
| Charles Schwab Bank, Ssb | Virginia Beach | VA | 11/2022 | Present |
| Townebank | Virginia Beach | VA | 01/2018 | 10/2022 |
| Holiday Inn & Suites North Beach | Virginia Beach | VA | 07/2017 | 01/2018 |
| Unemployed | Virginia Beach | VA | 05/2017 | 07/2017 |
| Blue Sky International School | Futamatagawa | 12/2016 | 05/2017 | |
| Mixx Bar & Lounge - Ana Intercontinental Tokyo | Minato | 11/2015 | 12/2016 | |
| Minerva Intelligence Ltd | Nishi Shinjuku | 02/2015 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
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