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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
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 |
|---|---|---|---|---|
| Charles Schwab | El Paso | TX | 05/2015 | 06/2017 |
| Charles Schwab & Co., Inc | Orlando | FL | 09/2018 | Present |
| Pro Unlimited | El Paso | TX | 03/2018 | 08/2018 |
| Charles Schwab | Orlando | FL | 06/2017 | 11/2017 |
| Unemployed | Orlando | FL | 11/2017 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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