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Izella Annette Anderson

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 2021-03-30
  • TX RA
    APPROVED
    Since 2021-03-30

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
Jp Morgan Chase Bank Dallas TX 07/2016 03/2017
Jp Morgan Securities, Llc Dallas TX 07/2016 03/2017
Bank Of America, N.A. Dallas TX 04/2017 02/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 04/2017 02/2021
Charles Schwab & Co., Inc. Westlake TX 02/2021 Present
Charles Schwab Bank, Ssb Westlake TX 02/2021 Present
Previous Registrations
Other Businesses

1) Jonsson School Council |Investment Related:No|800 W Campbell Rd ;Richardson;TX;75080;USA|Education|Member of the Council |2023-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:2|I am a member of the Jonsson Schools Council. We help through our community connections help get the schools name more recognizable within the community. 2) Vickery Meadow District TIF Board|Investment Related:No|1500 Marilla;Dallas;TX;75201;USA|Real Estate (Non-Agent/Broker)|Reinvestment Zone Nine Board Member|2020-12-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|The Board makes recommendations tot eh the City Council concerning the administration of Vickery Meadow TIF District. It prepares and adopts final project plans for the Vickery Meadow TIF District 3) Cattle Baron's Ball|Investment Related:No|3838 Oak Lawn Avenue;Dallas;TX;75219;USA|Nonprofit Charitable Organizations|Baroness|2019-10-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|We partner with thee American Cancer Society to help the ongoing pursuit of a cure for cancer. 4) Advisory Board of Booker T Washington High School|Investment Related:No|PO BOX 192648;Dallas;TX;75219;USA|Education|Board of Directors|2019-09-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:1|The board works to provide educational opportunities to the students of Booker T Washington High school for the performing Arts 5) The Dallas Summit|Investment Related:No|Nonprofit Charitable Organizations|Treasurer|2026-06-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Prepare and present the budget and report that to the chapter. I will work in tandem with the President to make sure if any expenses are incurred vouchers are submitted and reviewed and approved by the chairs and the president. 6) The Links Inc., Dallas Chapter|Investment Related:No|Nonprofit Charitable Organizations|Treasurer|2026-05-28|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Prepare budgets for chapter and present them. Receive electronic vouchers and work directly with the President to make sure the expenses are paid. Track and report expenses and income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-08
S63 Uniform Securities Agent State Law Examination 2003-08-21
  • S66 Uniform Combined State Law Examination
    2007-10-08
  • S63 Uniform Securities Agent State Law Examination
    2003-08-21
Other Names
  • Annette J Watkins
  • Annette I Jackson
  • Annette Jackson
  • Izella Annette Watkins
  • Annette Watkins
  • Annette I Anderson
  • Annette Anderson
  • Izella Annette Jackson
  • Izella Annette Anderson

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