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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayntree Wealth Advisors | Scottsdale | AZ | 01/2022 | 08/2022 |
| Riot Entertainment Group | Scottsdale | AZ | 05/2022 | 02/2024 |
| Full Time Education | Tempe | AZ | 08/2019 | 05/2024 |
| Full Time Education | Scottsdale | AZ | 08/2015 | 07/2019 |
| Bayntree Wealth Advisors | Scottsdale | AZ | 01/2022 | 08/2022 |
| Riot Entertainment Group | Scottsdale | AZ | 05/2022 | 02/2024 |
| Charles Schwab & Co, Inc. | Phoenix | AZ | 01/2024 | Present |
| Charles Schwab Bank | Phoenix | AZ | 10/2025 | Present |
1) Vero Design LLC | Investment Related:No|Retail|Co-Founder|2/16/2026|Less than 20|0|Just overseeing production, manufacturing, management, I am a co-founder of the company with one other individual, Mason Kenney
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-11 |
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