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Daniel Meisenheimer

Charles Schwab & Co., Inc.

San Antonio, TX

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 2021-08-02
  • TX RA
    APPROVED
    Since 2021-08-02

Branch Locations

San Antonio, TX • United States

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
Usaa San Antonio TX 07/2017 08/2020
Usaa San Antonio TX 05/2014 08/2017
Self-Employed San Antonio TX 10/2011 Present
Charles Schwab & Co., Inc. San Antonio TX 07/2021 Present
Usaa San Antonio TX 06/2020 07/2021
Charles Schwab Bank San Antonio TX 11/2023 Present
  • 07/2017 → 08/2020
    Usaa
    San Antonio, TX
  • 05/2014 → 08/2017
    Usaa
    San Antonio, TX
  • 10/2011 → Present
    Self-Employed
    San Antonio, TX
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    San Antonio, TX
  • 06/2020 → 07/2021
    Usaa
    San Antonio, TX
  • 11/2023 → Present
    Charles Schwab Bank
    San Antonio, TX
Previous Registrations
  • 2017-08-18 → 2020-08-14
    Usaa Investment Services Company
    San Antonio, TX
  • 2007-08-07 → 2015-08-28
    Usaa Financial Planning Services
    San Antonio, TX
  • 2006-03-07 → 2007-07-27
    Bofa Advisors, Llc
    Aurora, CO
  • 2002-11-22 → 2004-10-26
    Capital Consulting
    Greenwood Village, CO
  • 2002-10-25 → 2004-07-09
    Lpl Financial Llc
    Greenwood Village, CO
  • 2002-07-11 → 2002-10-15
    Waddell & Reed
    Englewood, CO
Other Businesses

1) Self Employed | Investment Related:No|25018 White Crk|San Antonio|TX|78255|USA|Real Estate (Non-Agent/Broker)|owner|11/30/2011|Less than 20|0|I own, purchase and sell real estate and receive income from rental properties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-03-16
S65 Uniform Investment Adviser Law Examination 2002-07-09
  • S63 Uniform Securities Agent State Law Examination
    2006-03-16
  • S65 Uniform Investment Adviser Law Examination
    2002-07-09
Other Names
  • Dan Meisenheimer
  • Daniel James Meisenheimer

View on SEC IAPD

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