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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-12 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bc Flex Fitness | Indianapolis | IN | 05/2021 | Present |
| Geo Mechanical Insulation Inc | Shelbyville | IN | 01/2021 | 05/2021 |
| Pizza Hut | Indianapolis | IN | 01/2020 | 01/2021 |
| Dominoes | Indianapolis | IN | 05/2018 | 01/2020 |
| Full Time Education | Indianapolis | IN | 08/2013 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Carmel | IN | 06/2024 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Carmel | IN | 06/2024 | 11/2024 |
| Full Time Education | Indianapolis | IN | 08/2017 | 05/2018 |
| Unemployed | Indianapolis | IN | 05/2017 | 08/2017 |
| Pizza Hut | Indianapolis | IN | 02/2017 | 08/2017 |
| Full Time Education | Indianapolis | IN | 01/2021 | 05/2021 |
| Amazon | Indianapolis | IN | 03/2021 | 03/2021 |
| Dominoes | Plainfield | IN | 06/2021 | 08/2021 |
| Better Cleans Llc | Indianapolis | IN | 11/2022 | 06/2023 |
| P. Jimenez Handyman And Lawn Service Llc | Indianapolis | IN | 10/2022 | Present |
| Northwestern Mutual Wealth Management Company | Carmel | IN | 09/2024 | 11/2024 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 01/2025 | Present |
1) BC Flex Fitness LLC | Investment Related:No|Sports/Physical Recreation|Member/Personal Trainer|5/1/2021|Less than 20|0|Instruct clients on proper exercise form, workout programming, providing accountability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
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