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Juan Carlos Menchaca

Charles Schwab & Co., Inc.

San Antonio, 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 2020-05-26
  • TX RA
    APPROVED
    Since 2020-05-26

Branch Locations

San Antonio, TX • United States

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Investment Management Company San Antonio TX 09/2014 05/2020
Charles Schwab & Co., Inc. San Antonio TX 05/2020 Present
  • 09/2014 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-28
S63 Uniform Securities Agent State Law Examination 2005-05-25
  • S65 Uniform Investment Adviser Law Examination
    2014-03-28
  • S63 Uniform Securities Agent State Law Examination
    2005-05-25
Other Names
  • John Charles Menchaca
  • Jjuan Carlos Menchaca
  • Juan Carlos Menchaca
  • Juan Menchaca

View on SEC IAPD

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