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Monica Joan Bellner

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 2018-01-21
  • TX RA
    APPROVED
    Since 2018-01-21

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
Corepower Yoga San Diego CA 01/2009 12/2017
Spectrum Financial San Diego CA 01/2013 11/2017
Voya Financial Advisors, Inc. San Diego CA 02/2016 11/2016
Beyond Boundaries Yoga San Diego CA 01/2010 12/2017
Charles Schwab & Co., Inc. Austin TX 01/2018 Present
Self Employed San Diego CA 06/2010 11/2017
Charles Schwab Bank, Ssb Austin TX 09/2020 Present
  • 01/2009 → 12/2017
    Corepower Yoga
    San Diego, CA
  • 01/2013 → 11/2017
    Spectrum Financial
    San Diego, CA
  • 02/2016 → 11/2016
    Voya Financial Advisors, Inc.
    San Diego, CA
  • 01/2010 → 12/2017
    Beyond Boundaries Yoga
    San Diego, CA
  • 01/2018 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 06/2010 → 11/2017
    Self Employed
    San Diego, CA
  • 09/2020 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
Previous Registrations
Other Businesses

Belham Properties|Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|2022-11-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|No financial services or investment - will rent out a residential property.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-03-15
S65 Uniform Investment Adviser Law Examination 2015-11-07
  • S63 Uniform Securities Agent State Law Examination
    2016-03-15
  • S65 Uniform Investment Adviser Law Examination
    2015-11-07

View on SEC IAPD

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RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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