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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 | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brohn Homes | Austin | TX | 11/2020 | 06/2022 |
| Mhi Inc. | Austin | TX | 08/2019 | 11/2020 |
| Gehan Homes | Austin | TX | 06/2022 | 09/2022 |
| Powerhouse Electrical Services | Pflugerville | TX | 11/2017 | 08/2019 |
| Sterling Custom Homes | Austin | TX | 09/2022 | 01/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2023 | Present |
| Unemployed | Taylor | TX | 01/2016 | 11/2017 |
1) Handshake AI | Investment Related:No||Other|Fellow|2026-02-25|20-40|0|Review, evaluate, and improve AI systems
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-21 |
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