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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-31 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Carmel | IN | 01/2024 | 03/2024 |
| Payless | West Lafayette | IN | 10/2023 | 01/2024 |
| Unemployed | Carmel | IN | 08/2023 | 10/2023 |
| Panda Express | West Lafayette | IN | 05/2022 | 08/2023 |
| Purdue Dining & Culinary | West Lafayette | IN | 09/2020 | 05/2022 |
| Unemployed | Carmel | IN | 05/2019 | 09/2020 |
| Charles Schwab | Indianapolis | IN | 06/2023 | 08/2023 |
| Kroger | Carmel | IN | 12/2017 | 05/2019 |
| Kfc | Carmel | IN | 12/2020 | 01/2021 |
| Kona Grill | Carmel | IN | 05/2021 | 08/2021 |
| Full Time Education | Carmel | IN | 01/2014 | 05/2019 |
| Full Time Education | West Lafayette | IN | 07/2019 | 12/2023 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-31 |
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