Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2026-04-27 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Westlake | TX | 04/2024 | Present |
| Charles Schwab & Co.,Inc | Westlake | TX | 11/2023 | 04/2024 |
| Homemaker | Fort Worth | TX | 05/2023 | 11/2023 |
| Frisco Community Bible Church Christian Preschool | Frisco | TX | 01/2023 | 05/2023 |
| Full Time Education | Fort Worth | TX | 08/2021 | 12/2022 |
| Homemaker | Monrovia | CA | 12/2016 | 08/2021 |
| Full-Time Education | Fort Worth | TX | 01/2014 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
Reach out to this advisor