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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
610 Newport Center Drive Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vector Marketing | Centennial | CO | 03/2020 | 08/2020 |
| Corepower Yoga | Fort Worth | TX | 08/2022 | 04/2024 |
| Lawadvisor Ventures | Fort Worth | TX | 05/2022 | 07/2022 |
| Full Time Education | Indio | CA | 06/2014 | 06/2020 |
| Full Time Education | Fort Worth | TX | 08/2020 | 05/2024 |
| Charles Schwab & Co., Inc. | Newport Beach | CA | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Newport Beach | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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