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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_RES | 2026-06-01 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
434 Fayetteville Street, 13Th Floor, Raleigh, NC 27601-1701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 11/2017 | 10/2018 |
| E*Trade Securities Llc | Sandy | UT | 12/2016 | 06/2017 |
| United Heritage | Meridian | ID | 06/2017 | 11/2017 |
| Skywest | Boise | ID | 08/2016 | 11/2016 |
| Abercrombie & Fitch | Boise | ID | 07/2017 | 08/2017 |
| Select Family Of Staffing- | Boise | ID | 07/2017 | 07/2017 |
| Citigroup | Boise | ID | 06/2017 | 07/2017 |
| Boise State University | Boise | ID | 08/2009 | 12/2017 |
| Bank Of America, N.A. | Boise | ID | 05/2018 | 10/2018 |
| Charles Schwab & Co., Inc. | Raleigh | NC | 04/2019 | Present |
| Vitalize Llc | Boise | ID | 10/2018 | 04/2019 |
1) Madovo / Avalon Farms | Investment Related:No|Agriculture/Forestry/Fishing|Owner|4/17/2023|Less than 20|0|Owner, 2) Door Dash | Investment Related:No|Restaurant/Food Services|Dasher|2/23/2026|Less than 20|0|Deliver Orders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
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