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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 | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Austin | TX | 09/2018 | 03/2024 |
| Menchies Frozen Yogurt | Austin | TX | 02/2018 | 09/2018 |
| Lifeguard4Hire | Leander | TX | 06/2016 | 09/2016 |
| Lifeguard4Hire | Leander | TX | 05/2017 | 08/2017 |
| Lifeguard4Hire | Leander | TX | 06/2018 | 08/2018 |
| Full Time Education | Leander | TX | 10/2016 | 04/2017 |
| Full Time Education | San Marcos | TX | 09/2017 | 01/2018 |
| Charles Schwab & Co., Inc. | Austin | TX | 03/2024 | Present |
| Charles Schwab Bank, Ssb | Austin | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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