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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-17 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Friends Of Dan Kildee | Flint | MI | 06/2016 | 01/2017 |
| United States House Of Representatives -Dan Kildee | Washington | DC | 01/2017 | 11/2017 |
| Friends Of Dan Kildee - Dscc | Lansing | MI | 11/2017 | 01/2019 |
| Self-Employed | Ferndale | MI | 01/2019 | 06/2019 |
| Griffin Claw Brewing Company | Birmingham | MI | 06/2019 | 04/2022 |
| United States Postal Service | Troy | MI | 04/2022 | 06/2022 |
| Griffin Claw Brewing Company | Birmingham | MI | 06/2022 | 10/2022 |
| Unemployed | Hazel Park | MI | 12/2022 | 01/2023 |
| Charles Schwab & Co., Inc. | Detroit | MI | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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