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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 | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yelp | Scottsdale | AZ | 05/2015 | 12/2021 |
| Harkins Theatres | Peoria | AZ | 06/2023 | 12/2023 |
| Ziprecruiter | Glendale | AZ | 01/2022 | 06/2023 |
| Hibu | Cedar Rapids | IA | 01/2024 | 02/2024 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 03/2024 | Present |
1) DoorDash|Investment Related: No|Restaurant/Food Services|Dasher|5/1/2024|Less than 20 hour/month - 0 during trading hours|Deliver food and grocery orders to residencies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-31 |
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