Best Investors Account Sign in

Bahram Talaifar

Charles Schwab & Co., Inc.

Westlake, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-15
  • TX RA
    APPROVED
    Since 2023-02-15

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
Fidelity Investments Westlake TX 09/2012 12/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2021
N/A Flower Mound TX 12/2021 01/2023
Charles Schwab & Co., Inc. Westlake TX 01/2023 Present
  • 09/2012 → 12/2021
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 12/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 12/2021 → 01/2023
    N/A
    Flower Mound, TX
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Previous Registrations
  • 2018-07-13 → 2022-01-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-10-24 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2010-09-13 → 2012-09-12
    Td Ameritrade, Inc.
    Westlake, TX
  • 2010-09-13 → 2012-09-12
    Td Ameritrade Investment Management, Llc
    Ft Worth, TX
  • 2008-01-23 → 2010-09-10
    Strategic Advisers Llc
    Westlake, TX
Other Businesses

1) Awesome Times Properties | Investment Related:No|2740 High Rd |Flower Mound|Texas|75022|US|Other|Owner|5/1/2022|Less than 20|0|Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-22
S63 Uniform Securities Agent State Law Examination 1998-02-25
  • S66 Uniform Combined State Law Examination
    2008-01-22
  • S63 Uniform Securities Agent State Law Examination
    1998-02-25

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
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

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor