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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2024-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Little Rock | AR | 02/2024 | 11/2024 |
| Smart Kids Center | Shunyi | 01/2021 | 02/2024 | |
| Free Thought Education (Self Employed) | Sioux Falls | SD | 06/2020 | 01/2024 |
| Beijing International Bilingual Academy | Shunyi | 07/2016 | 06/2020 | |
| Charles Schwab & Co., Inc. | Leawood | KS | 11/2024 | Present |
| Charles Schwab Bank, Ssb | Leawood | KS | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
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