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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Colorado Springs | CO | 04/2024 | 06/2024 |
| Amazon | Colorado Springs | CO | 12/2023 | 03/2024 |
| Stanley Beer Hall | Aurora | CO | 06/2023 | 08/2023 |
| Dickey's Bbq Pit | Colorado Springs | CO | 01/2023 | 03/2023 |
| Mountain Meadows Retirement Community | Ashland | OR | 07/2022 | 12/2022 |
| The Melting Pot | Colorado Springs | CO | 05/2020 | 07/2022 |
| Full Time Education | Colorado Springs | CO | 08/2018 | 02/2020 |
| Cosmo Lacrosse | Monument | CO | 05/2018 | 07/2018 |
| Full Time Education | Monument | CO | 08/2017 | 04/2018 |
| Polo Ralph Lauren | Castle Rock | CO | 05/2017 | 07/2017 |
| Full Time Education | Monument | CO | 08/2016 | 04/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2024 | Present |
| Unemployed | Colorado Springs | CO | 08/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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