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Lenora Ellen Yankacy

Charles Schwab & Co., Inc.

Newalla, OK

Lone Tree, CO

CRD 4169631

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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_RES 2026-01-05
OK RA APPROVED 2005-06-06
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • OK RA
    APPROVED
    Since 2005-06-06

Branch Locations

Newalla, OK • United States

9800 Schwab Way, Lone Tree, CO 80124 • 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. Newalla OK 07/2004 Present
Charles Schwab Bank, Ssb Newalla OK 06/2005 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-23
  • S66 Uniform Combined State Law Examination
    2005-05-23
Other Names
  • Lenora Smith
  • Lenora Gruessing

View on SEC IAPD

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