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Ryan Thomas Cleaveland

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 2021-10-21
  • TX RA
    APPROVED
    Since 2021-10-21

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
Td Ameritrade, Inc. Fort Worth TX 09/2015 10/2017
Charles Schwab & Co., Inc. Westlake TX 09/2018 07/2020
Adp El Paso TX 10/2017 09/2018
Fidelity Investments Westlake TX 07/2020 09/2021
Charles Schwab & Co., Inc. Westlake TX 10/2021 Present
Charles Schwab Bank, Ssb Westlake TX 10/2021 Present
  • 09/2015 → 10/2017
    Td Ameritrade, Inc.
    Fort Worth, TX
  • 09/2018 → 07/2020
    Westlake, TX
  • 10/2017 → 09/2018
    Adp
    El Paso, TX
  • 07/2020 → 09/2021
    Fidelity Investments
    Westlake, TX
  • 10/2021 → Present
    Westlake, TX
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2020-08-13 → 2021-09-29
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-10-15 → 2020-07-16
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
  • 2015-09-18 → 2017-10-18
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
  • 2015-09-18 → 2017-07-21
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2014-04-03 → 2015-09-09
    El Paso, TX
    El Paso, TX
    El Paso, TX
    El Paso, TX
    Round Rock, TX
    Round Rock, TX
    Harker Heights, TX
    Round Rock, TX
    Temple, TX
  • 2014-01-02 → 2014-03-25
    San Antonio, TX
  • 2012-07-24 → 2014-01-02
    Houston, TX
    El Paso, TX
    Austin, TX
  • 2007-06-19 → 2011-08-18
    Jacksonville, FL
  • 2005-09-14 → 2006-03-01
    Cetera Investment Services Llc
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-06
S63 Uniform Securities Agent State Law Examination 2005-08-05
  • S65 Uniform Investment Adviser Law Examination
    2005-09-06
  • S63 Uniform Securities Agent State Law Examination
    2005-08-05
Other Names
  • Ryan T Cleaveland
  • Ryan Thomas Cleaveland
  • Ryan Cleaveland

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