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 | 2026-07-17 |
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 & Co., Inc. | Orlando | FL | 06/2022 | 04/2024 |
| Publix Supermarkets | St. Petersburg | FL | 06/2016 | 08/2018 |
| Pizza Hut | St. Petersburg | FL | 01/2018 | 04/2018 |
| 717Parking | Tampa | FL | 04/2018 | 08/2018 |
| Enterprise Holdings | Orlando | FL | 09/2018 | 05/2022 |
| Cricket Wireless | Orlando | FL | 09/2020 | 10/2020 |
| All Out Management | Orlando | FL | 11/2020 | 12/2020 |
| Uber | San Francisco | CA | 01/2019 | Present |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 05/2024 | 03/2025 |
| Wells Fargo Bank, Na | Orlando | FL | 05/2024 | 03/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2025 | Present |
1) Uber | Investment Related:No|6101 Windhaven Pkwy|Travel/Transportation/Tourism|Uber Driver|2019-01-01|20-40|0|Delivering food packages or people to different locations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
Reach out to this advisor