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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 | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heb Grocery Co. | Pflugerville | TX | 12/2020 | 01/2022 |
| Heb Grocery Company | Pflugerville | TX | 06/2016 | 12/2020 |
| Heb Grocery Company | Hutto | TX | 01/2022 | 06/2024 |
| Heb Grocery Company | Hutto | TX | 06/2024 | Present |
| Charles Schwab & Co., Inc. | Austin | TX | 06/2024 | Present |
1) HEB Grocery Company|Investment Related: No|5000 Gattis School Road, Hutto, Texas, 78634, United States|Retail|Cross Functional Team Specialist|6/24/2024|20-40 hour/month - 0 during trading hours|Help in various departments in the grocery store on a daily basis and assist departments when they are short staffed once a week on the weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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