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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 | 2024-06-26 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Imperial | MO | 01/2023 | Present |
| Poker Player | Imperial | MO | 01/2022 | 01/2023 |
| Neighbors Credit Union | Fenton | MO | 08/2019 | 01/2023 |
| Neighbors Credit Union | Saint Louis | MO | 10/2017 | 08/2019 |
| Us Bank | Crystal City | MO | 11/2016 | 10/2017 |
| Us Bank | Saint Louis | MO | 04/2013 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
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