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Angela Rene Taliaferro

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 2022-07-05
  • TX RA
    APPROVED
    Since 2022-07-05

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 10/2007 04/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2022
Charles Schwab & Co., Inc. Westlake TX 05/2022 Present
Charles Schwab Bank, Ssb Westlake TX 05/2022 Present
University Of Alabama Tuscaloosa AL 01/2016 05/2019
  • 10/2007 → 04/2022
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 04/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 01/2016 → 05/2019
    University Of Alabama
    Tuscaloosa, AL
Previous Registrations
  • 2018-07-13 → 2022-04-19
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-11-16 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-12
S63 Uniform Securities Agent State Law Examination 1998-04-29
  • S66 Uniform Combined State Law Examination
    2009-11-12
  • S63 Uniform Securities Agent State Law Examination
    1998-04-29
Designations
Other Names
  • Angela Renee Snow
  • Angela Rene Snow
  • Angela R Snow
  • Angie Snow

View on SEC IAPD

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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

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