Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-14 |
Branch Locations
1524 E. Southlake Blvd, Southlake, TX 76092-6421 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Southlake | TX | 05/2011 | Present |
| Charles Schwab Bank, Ssb | Southlake | TX | 05/2011 | Present |
1) Annuity Investors Life Insurance | Investment Related:No|301 E 4th Street|Cincinnati|OH|45202|USA|Insurance|Receipt of Insurance Residuals|8/2/2004|Less than 20|0|Insurance/annuity sales from 2004-2007, 2) Chorus Pickleball | Investment Related:No|Sports/Physical Recreation|Ambassador|5/1/2025|Less than 20|0|Marketing and sales of pickleball paddles, apparel and equipment. No financial services or investment related activities will occur.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-29 |
Reach out to this advisor