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Steven Forrest Will

Charles Schwab & Co., Inc.

Houston, TX

CRD 4138481

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

947 Gessner Road Suite A260, Houston, TX 77024-2501 • 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
Charles Schwab & Co., Inc. Houston TX 06/2024 Present
Charles Schwab Bank, Ssb Houston TX 06/2024 Present
Lone Star College - University Park Houston TX 05/2022 08/2024
Unemployed Houston TX 12/2021 05/2022
Greater Houston Partnership Houston TX 01/2016 11/2021
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Houston, TX
  • 06/2024 → Present
    Charles Schwab Bank, Ssb
    Houston, TX
  • 05/2022 → 08/2024
    Lone Star College - University Park
    Houston, TX
  • 12/2021 → 05/2022
    Unemployed
    Houston, TX
  • 01/2016 → 11/2021
    Greater Houston Partnership
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-03
  • S66 Uniform Combined State Law Examination
    2025-04-03

View on SEC IAPD

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