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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 |
|---|---|---|---|---|
| Full Time Education | Fort Worth | TX | 04/2016 | 06/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2024 | 08/2024 |
| Fidelity Investments | Westlake | TX | 06/2025 | 04/2026 |
| Full Time Education | Lubbock | TX | 09/2023 | 06/2024 |
| Unemployed | Keller | TX | 06/2019 | 12/2019 |
| Texas Tech University | Lubbock | TX | 08/2021 | 09/2023 |
| Lifetime Fitness | Fort Worth | TX | 06/2018 | 06/2019 |
| Dominos Pizza | Lubbock | TX | 10/2020 | 11/2021 |
| Academy Sports And Outdoors | Grapevine | TX | 05/2021 | 09/2022 |
| Client Relations Specialist | Fort Worth | TX | 12/2019 | 06/2025 |
| Trend Micro Cyber Security | Irving | TX | 06/2019 | 07/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-21 |
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