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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2013-02-20 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • 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. | Berthoud | CO | 02/1992 | Present |
| Charles Schwab Bank | Berthoud | CO | 10/2014 | Present |
| Charles Schwab Trust Bank | Berthoud | CO | 01/2019 | Present |
| Charles Schwab Premier Bank | Berthoud | CO | 01/2020 | Present |
WBT Infinity, LLC| Not investment related| Denver, CO| Real Estate/Property Management| Manager/Member| Start 03/26/2018| less than 20 hours/month - 0 during trading hours| I purchased a home in Mexico and rent it out during the high-season. The home is rented through a property rental company in Mexico.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-19 |
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