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Marcus Adam Thorstad

Charles Schwab & Co., Inc.

Westlake, TX

New York City, NY

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-04
TX RA APPROVED_RES 2025-03-04
  • NY RA
    APPROVED
    Since 2025-03-04
  • TX RA
    APPROVED_RES
    Since 2025-03-04

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

1133 Avenue Of The Americas, New York City, NY 10036-6717 • 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 Bellevue NE 01/2008 06/2024
Charles Schwab And Co., Inc. New York NY 06/2024 Present
Charles Schwab Trust Bank New York NY 06/2024 Present
  • 01/2008 → 06/2024
    Td Ameritrade
    Bellevue, NE
  • 06/2024 → Present
    Charles Schwab And Co., Inc.
    New York, NY
  • 06/2024 → Present
    Charles Schwab Trust Bank
    New York, NY
Previous Registrations
  • 2010-04-23 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Fort Worth, TX
    Omaha, NE
    Omaha, NE
    Jersey City, NJ
    New York, NY
    Jersey City, NJ
    San Diego, CA
  • 2010-04-23 → 2018-12-10
    Td Ameritrade Investment Management, Llc
    New York, NY
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-22
S63 Uniform Securities Agent State Law Examination 2008-05-15
  • S66 Uniform Combined State Law Examination
    2010-04-22
  • S63 Uniform Securities Agent State Law Examination
    2008-05-15

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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