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David Nathan Zerkle

Charles Schwab & Co., Inc.

Westlake, TX

Oceanside, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-06
  • CA RA
    APPROVED
    Since 2022-10-06

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Oceanside, CA • 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
Td Waterhous Investor Services, Inc. Carlsbad CA 10/1999 12/2023
Charles Schwab & Co. Oceanside CA 10/2022 Present
  • 10/1999 → 12/2023
    Td Waterhous Investor Services, Inc.
    Carlsbad, CA
  • 10/2022 → Present
    Charles Schwab & Co.
    Oceanside, CA
Previous Registrations
  • 2003-09-12 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    Mission Viejo, CA
    Westlake, TX
    Westlake, TX
    Carlsbad, CA
    Carlsbad, CA
    San Diego, CA
  • 2006-04-25 → 2009-01-26
    Td Ameritrade Investment Management, Llc
    Mission Viejo, CA
    Carlsbad, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-07
S63 Uniform Securities Agent State Law Examination 2000-02-18
  • S66 Uniform Combined State Law Examination
    2003-08-07
  • S63 Uniform Securities Agent State Law Examination
    2000-02-18
Other Names
  • Dave Zerkle

View on SEC IAPD

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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