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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-27 |
| NC | RA | APPROVED | 2025-03-27 |
| CA | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2022-08-01 |
| OK | RA | APPROVED | 2022-07-27 |
Branch Locations
13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • United States
2005 East 21St Street Suite 100, Tulsa, OK 74104 • 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 |
|---|---|---|---|---|
| Td Ameritrade | Oklahoma City | OK | 05/2014 | 06/2024 |
| Charles Schwab & Co., Inc. | Oklahoma City | OK | 07/2022 | Present |
| Charles Schwab Bank, Ssb | Oklahoma City | OK | 07/2022 | Present |
1) Crypto Mining | Investment Related:No|955 Stoneridge Way |San Marcos|California|92078|USA|Other|Owner|8/2/2021|20-40|0.000000|Owner/Operator, maintain mining computers/rigs, create and maintain online mining pools.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-18 |
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