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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 | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Home Depot | Lawrence | KS | 05/2022 | 06/2025 |
| Ming Entertainment | Irvine | CA | 10/2023 | 12/2023 |
| The Home Depot | Olathe | KS | 05/2022 | 08/2022 |
| Hen House | Overland Park | KS | 07/2020 | 05/2022 |
| Hyvee | Overland Park | KS | 05/2021 | 08/2021 |
| Johnson County Parks And Recreation | Gardner | KS | 09/2019 | 03/2020 |
| The Jewish Community Center | Overland Park | KS | 05/2018 | 09/2019 |
| Full Time Education | Overland Park | KS | 11/2014 | 04/2018 |
| Full Time Education | Overland Park | KS | 03/2020 | 07/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2024 | 12/2025 |
| Renaissance Financial | San Diego | CA | 01/2025 | 12/2025 |
| Charles Schwab Bank, Ssb | Leawood | KS | 01/2026 | Present |
| Charles Schwab & Co., Inc. | Leawood | KS | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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