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Darcy Jane Jones

Charles Schwab & Co., Inc.

Plano, TX

Treasure Island, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-05-28
  • FL RA
    APPROVED
    Since 2020-05-28

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States

Treasure Island, FL • 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
Usaa Financial Planning Services Tampa FL 06/2009 05/2020
Usaa Financial Advisors, Inc. Tampa FL 06/2009 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Treasure Island FL 05/2020 Present
Charles Schwab Bank, Ssb Treasure Island FL 05/2020 Present
  • 06/2009 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 06/2009 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Treasure Island, FL
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Treasure Island, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-03-29
  • S63 Uniform Securities Agent State Law Examination
    2010-03-29
Designations
Other Names
  • Darcy Jane Smith
  • Darcy Jane Smith
  • Darcy Jane Bialkowski
  • Darcy Jane Bialkowski
  • Darcy Jane Smith

View on SEC IAPD

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