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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-03 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mca | Denver | CO | 05/2019 | 08/2021 |
| Homegoods | Aurora | CO | 05/2022 | 08/2022 |
| Chillis | Aurora | CO | 05/2023 | 12/2023 |
| Old Chicago | Aurora | CO | 05/2024 | 08/2024 |
| Insight Asset Management | Denver | CO | 05/2025 | 08/2025 |
| Charles Schwab & Co, Inc | Orlando | FL | 05/2026 | Present |
| Full Time Education | Aurora | CO | 05/2016 | 05/2019 |
| Full Time Education | Aurora | CO | 08/2021 | 05/2022 |
| Full Time Education | Winter Park | FL | 08/2022 | 05/2023 |
| Full Time Education | Winter Park | FL | 08/2023 | 05/2024 |
| Full Time Education | Winter Park | FL | 08/2024 | 05/2025 |
| Full Time Education | Winter Park | FL | 08/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
Reach out to this advisor