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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-31 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 01/2022 | 06/2024 |
| Elco Chevy | Ballwin | MO | 09/2019 | 01/2022 |
| Dean Team Hyundai | Ballwin | MO | 02/2019 | 09/2019 |
| Jim Trenary Chevy | O'FAllon | MO | 03/2018 | 02/2019 |
| Aldi | Fenton | MO | 12/2011 | 03/2018 |
| Charles Schwab And Co., Inc. | St. Louis | MO | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-01 |
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