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James Eric Inman

Charles Schwab & Co., Inc.

Helotes, 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 2021-07-22
  • TX RA
    APPROVED
    Since 2021-07-22

Branch Locations

Helotes, 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
Investment Professionals, Inc San Antonio TX 01/2012 09/2018
Ameriprise Financial Services, Inc. San Antonio TX 09/2018 01/2019
Swbc Investment Services, Llc San Antonio TX 05/2019 07/2021
Unemployed San Antonio TX 02/2019 04/2019
Charles Schwab & Co., Inc. Helotes TX 07/2021 Present
Charles Schwab Bank, Ssb Helotes TX 07/2021 Present
  • 01/2012 → 09/2018
    Investment Professionals, Inc
    San Antonio, TX
  • 09/2018 → 01/2019
    Ameriprise Financial Services, Inc.
    San Antonio, TX
  • 05/2019 → 07/2021
    Swbc Investment Services, Llc
    San Antonio, TX
  • 02/2019 → 04/2019
    Unemployed
    San Antonio, TX
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Helotes, TX
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Helotes, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-26
S63 Uniform Securities Agent State Law Examination 1999-11-09
  • S65 Uniform Investment Adviser Law Examination
    2002-08-26
  • S63 Uniform Securities Agent State Law Examination
    1999-11-09
Other Names
  • Eric Inman

View on SEC IAPD

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