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Paul Stephen Attaway

Charles Schwab & Co., Inc.

Westlake, TX

CRD 5510404

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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 2021-05-28
  • TX RA
    APPROVED
    Since 2021-05-28

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 Fort Worth TX 03/2008 01/2021
Charles Schwab & Co., Inc. Westlake TX 04/2021 Present
Charles Schwab Bank, Ssb Westlake TX 04/2021 Present
  • 03/2008 → 01/2021
    Td Ameritrade
    Fort Worth, TX
  • 04/2021 → Present
    Westlake, TX
  • 04/2021 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2010-07-19 → 2021-01-11
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
  • 2010-07-19 → 2020-12-31
    Td Ameritrade, Inc.
    Omaha, NE
    Fort Worth, TX
    Fort Worth, TX
    Westlake, TX
    Southlake, TX
Other Businesses

1) Studio LaSalle Suites | Investment Related:No|204 W Oak St|Denton|Texas|76201|USA|Other|bookkeeping|12/17/2025|Less than 20|0|I will be assisting my wife in paying bills and sending invoices once a week. , 2) Studio LaSalle Suites Decatur LLC | Investment Related:No|Other|Member|8/14/2026|Less than 20|0|overseeing the business financials, not investment related, not during business hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-15
S63 Uniform Securities Agent State Law Examination 2008-09-18
  • S66 Uniform Combined State Law Examination
    2010-07-15
  • S63 Uniform Securities Agent State Law Examination
    2008-09-18
Other Names
  • Paul Stephen Attaway
  • Paul Stephen Attaway
  • Paul Stephen Jr Attaway

View on SEC IAPD

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