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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2017-10-23 |
Branch Locations
Commerce City, CO • United States
11800 Schwab Way, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Commerce City | CO | 09/2016 | Present |
1) Uber | Investment Related:No|405 Howard Street|San Francisco|CA|94105|USA|Travel/Transportation/Tourism|Driver|12/16/2016|20-40|3|Transporting clients via a mobile app (Uber) to and from their desired destinations. , 2) Door Dash | Investment Related:No|116 New Montgomery Street 4th Floor|San Francisco|CA|94105|USA|Travel/Transportation/Tourism|Driver|11/12/2018|Less than 20|0|Food delivery driver., 3) Various Music Activities | Investment Related:No|9624 Joplin St|Commerce City|CO|80022|USA|Performing/Fine Arts|Self|12/1/2018|Less than 20|0|Different activities involving music, such as performance, education, writing., 4) GrubHub | Investment Related:No|Restaurant/Food Services|Driver|11/1/2024|Less than 20|0|As a contractor, I sometimes offer services as a driver for the company., 5) Multimedia Streaming | Investment Related:No|Performing/Fine Arts|N/A|10/28/2024|Varies|0|Streaming to online platforms to live viewers for entertainment purposes. Mostly streaming video game playing but may also stream music performances or other performing art categories., 6) The Scott Evans Podcast | Investment Related:No|Broadcasting/Music/Film|Co-Host|7/29/2026|Less than 20|0|Co-hosting podcast, maintaining Patreon and business social media accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-07 |
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