Best Investors Account Sign in

Bendigo Paul Agnew

Charles Schwab & Co., Inc.

Westlake, TX

Riverview, FL

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-05-27
  • FL RA
    APPROVED
    Since 2020-05-27

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Riverview, FL • 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
Bank Of America, N.A. Mt. Prospect IL 07/2015 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mt. Prospect IL 07/2015 11/2016
Usaa Financial Advisors, Inc Tampa FL 11/2016 05/2020
Usaa Financial Planning Services Inc Tampa FL 11/2016 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Rental Property Streamwood IL 12/2016 Present
Charles Schwab & Co., Inc. Riverview FL 05/2020 Present
  • 07/2015 → 11/2016
    Bank Of America, N.A.
    Mt. Prospect, IL
  • 07/2015 → 11/2016
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mt. Prospect, IL
  • 11/2016 → 05/2020
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 11/2016 → 05/2020
    Usaa Financial Planning Services Inc
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 12/2016 → Present
    Rental Property
    Streamwood, IL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Riverview, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-06
S63 Uniform Securities Agent State Law Examination 2009-03-06
  • S66 Uniform Combined State Law Examination
    2015-08-06
  • S63 Uniform Securities Agent State Law Examination
    2009-03-06
Designations
Other Names
  • Bendigo Agnew

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor