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Robert Eric Somervill

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-29
  • TX RA
    APPROVED
    Since 2022-01-29

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Waterhouse Investor Services Inc Fort Worth TX 01/2006 01/2022
Charles Schwab & Co., Inc. Southlake TX 01/2022 Present
Charles Schwab Bank, Ssb Southlake TX 04/2022 07/2023
  • 01/2006 → 01/2022
    Td Waterhouse Investor Services Inc
    Fort Worth, TX
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 04/2022 → 07/2023
    Charles Schwab Bank, Ssb
    Southlake, TX
Previous Registrations
  • 2007-04-03 → 2022-01-28
    Td Ameritrade, Inc.
    Omaha, NE
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Westlake, TX
    Fort Worth, TX
    Westlake, TX
    Southlake, TX
    Westlake, TX
  • 2018-04-03 → 2022-01-28
    Td Ameritrade Investment Management, Llc
    Southlake, TX
  • 2007-04-03 → 2012-12-18
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Other Businesses

1) Robert Eric Somervill | Investment Related:No|Real Estate Agent Broker|Real Estate Broker|7/10/2004|Less than 20|0|Broker for personal real estate transactions only.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-30
S63 Uniform Securities Agent State Law Examination 1989-08-30
  • S66 Uniform Combined State Law Examination
    2007-03-30
  • S63 Uniform Securities Agent State Law Examination
    1989-08-30
Other Names
  • R Eric Somervill
  • Eric Somervill

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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