Best Investors
Account
Sign in
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 | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2023 | Present |
| Starbucks | Castle Pines | CO | 05/2022 | 03/2023 |
| Amc | Highlands Ranch | CO | 05/2022 | 11/2023 |
| Garlic Jim's Famous Gourmet Pizza | Highlands Ranch | CO | 06/2018 | 03/2022 |
| King Soopers | Highlands Ranch | CO | 12/2017 | 06/2018 |
| Papa Murphy's | Highlands Ranch | CO | 08/2017 | 12/2017 |
| Safeway | Highlands Ranch | CO | 04/2017 | 08/2017 |
| Full-Time Education | Highlands Ranch | CO | 11/2014 | 04/2017 |
| King Soopers | Castle Pines | CO | 04/2022 | 05/2022 |
| Doordash | New York | NY | 09/2020 | 11/2020 |
Schplunk's Stuff|Investment Related:No|Sell Collectable Cards|Seller|2025-01-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Selling personal inventory on a companies platform.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
Reach out to this advisor