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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
Branch Locations
Little Elm, TX • United States
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Frisco | TX | 06/2013 | 01/2017 |
| Chick-Fil-A | Plano | TX | 01/2017 | 08/2018 |
| New Caps, Llc | Burbank | CA | 11/2019 | 11/2019 |
| Canyons Climbing Gym | Frisco | TX | 08/2018 | 08/2019 |
| Full-Time Education | Waco | TX | 08/2019 | 01/2020 |
| Baylor Gameroom | Waco | TX | 01/2020 | 05/2023 |
| Chiller Bee Frozen Yogurt | Frisco | TX | 06/2020 | 08/2020 |
| Sports Media Services Llc | Los Angeles | CA | 11/2021 | 11/2021 |
| North Dallas Bank & Trust | Irving | TX | 06/2022 | 08/2022 |
| Sendero Provisions Co., Llc | Waco | TX | 08/2022 | 01/2023 |
| Sendero Provisions Co., Llc | Waco | TX | 01/2023 | 05/2023 |
| Houston's First Baptist Church | Houston | TX | 03/2023 | 03/2023 |
| Charles Schwab & Co., Inc. | Little Elm | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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