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Eulalie Rohelia Stokes

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 2023-02-20
  • TX RA
    APPROVED
    Since 2023-02-20

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
Scottrade Irving TX 04/2015 02/2023
Td Ameritrade, Inc. Arlington TX 02/2018 02/2023
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 02/2023
Charles Schwab & Co., Inc. San Francisco CA 02/2023 Present
  • 04/2015 → 02/2023
    Scottrade
    Irving, TX
  • 02/2018 → 02/2023
    Td Ameritrade, Inc.
    Arlington, TX
  • 02/2018 → 02/2023
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
Previous Registrations
  • 2018-02-26 → 2023-02-20
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Arlington, TX
    Frisco, TX
    Southlake, TX
    Westlake, TX
  • 2018-02-27 → 2022-10-14
    Td Ameritrade, Inc.
    Arlington, TX
    Frisco, TX
    Westlake, TX
    Westlake, TX
  • 2017-01-24 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2006-12-06 → 2015-04-13
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Westlake, TX
    Fort Worth, TX
    Fort Worth, TX
    Omaha, NE
    Fort Worth, TX
  • 2006-12-06 → 2015-04-13
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-05
S63 Uniform Securities Agent State Law Examination 2004-04-15
  • S66 Uniform Combined State Law Examination
    2006-12-05
  • S63 Uniform Securities Agent State Law Examination
    2004-04-15
Other Names
  • Eulalie Rohelia Ayers
  • Eulalie J Jackson
  • Eulalie Rohelia Jackson
  • Eulalie Stokes

View on SEC IAPD

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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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