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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 | 2020-10-22 |
Branch Locations
9800 Schwab Way, Lone Tree, CO 80124 • United States
6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 11/2017 | Present |
| Crif Lending Solution | Greenwood Village | CO | 07/2016 | 07/2017 |
| Unemployed | Centennial | CO | 07/2017 | 11/2017 |
| Charles Schwab Bank Ssb | Lone Tree | CO | 08/2020 | 09/2020 |
1) Go West Magazine | Investment Related:No|Printing/Publishing|Freelance Author|10/21/2025|Less than 20|0|Submitted a short story which was accepted to be published in next issue of the magazine
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
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