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Charles Schwab & Co., Inc.

CRD 7729880

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

Financial planning
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WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-07-27

CO RA
APPROVED

Since 2026-07-27

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	06/2023	Present
Full-Time Education	Colorado Springs	CO	05/2019	05/2023
Edgewater Beer Garden	Edgewater	CO	05/2022	08/2022
Bassett And Associates	Centennial	CO	05/2020	08/2020
Full-Time Education	Wheat Ridge	CO	09/2015	05/2019

06/2023 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
05/2019 → 05/2023

Full-Time Education

Colorado Springs, CO
05/2022 → 08/2022

Edgewater Beer Garden

Edgewater, CO
05/2020 → 08/2020

Bassett And Associates

Centennial, CO
09/2015 → 05/2019

Full-Time Education

Wheat Ridge, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-27
S63	Uniform Securities Agent State Law Examination	2023-10-18

S66 Uniform Combined State Law Examination

2026-07-27
S63 Uniform Securities Agent State Law Examination

2023-10-18

View on SEC IAPD

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