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Charley Alynn Eubanks

Charles Schwab & Co., Inc.

Plano, TX

Westlake, TX

CRD 4260371

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-21
  • TX RA
    APPROVED
    Since 2018-08-21

Branch Locations

Plano, TX • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Sws Securities, Inc. Dallas TX 07/2000 07/2018
Sws Financial Services Dallas TX 01/2012 07/2018
Charles Schwab & Co., Inc. Plano TX 07/2018 Present
Td Ameritrade, Inc. Plano TX 07/2021 06/2024
  • 07/2000 → 07/2018
    Sws Securities, Inc.
    Dallas, TX
  • 01/2012 → 07/2018
    Sws Financial Services
    Dallas, TX
  • 07/2018 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 07/2021 → 06/2024
    Td Ameritrade, Inc.
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-30
  • S66 Uniform Combined State Law Examination
    2003-04-30
Other Names
  • Alynn Donaldson
  • Charley Alynn Donaldson
  • Alynn Eubanks

View on SEC IAPD

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