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Jeremy Pruett

Charles Schwab & Co., Inc.

Austin, 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 2023-07-28
  • TX RA
    APPROVED
    Since 2023-07-28

Branch Locations

166 Hargraves Drive Suite E300, Austin, TX 78737 • 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 Austin TX 04/2023 Present
Primary Residential Englewood CO 04/2021 09/2021
American Financing Aurora CO 07/2020 03/2021
New American Funding Austin TX 02/2022 11/2022
Unemployed Spring TX 12/2022 03/2023
Extended Travel Austin TX 10/2017 06/2020
Unemployed Spring TX 09/2021 02/2022
Fidelity Brokerage Services Austin TX 06/2004 11/2017
  • 04/2023 → Present
    Charles Schwab & Co., Inc
    Austin, TX
  • 04/2021 → 09/2021
    Primary Residential
    Englewood, CO
  • 07/2020 → 03/2021
    American Financing
    Aurora, CO
  • 02/2022 → 11/2022
    New American Funding
    Austin, TX
  • 12/2022 → 03/2023
    Unemployed
    Spring, TX
  • 10/2017 → 06/2020
    Extended Travel
    Austin, TX
  • 09/2021 → 02/2022
    Unemployed
    Spring, TX
  • 06/2004 → 11/2017
    Fidelity Brokerage Services
    Austin, TX
Previous Registrations
  • 2004-07-06 → 2017-09-29
    Strategic Advisers Llc
    Sugar Land, TX
    Austin, TX
    Houston, TX
    Austin, TX
  • 2004-02-23 → 2004-06-10
    Chase Investment Services Corp.
    Dallas, TX
  • 2003-12-18 → 2004-01-08
    Td Ameritrade, Inc.
    Houston, TX
  • 2001-09-24 → 2002-05-24
    Ubs Financial Services Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
S63 Uniform Securities Agent State Law Examination 1999-01-20
  • S66 Uniform Combined State Law Examination
    2023-07-28
  • S63 Uniform Securities Agent State Law Examination
    1999-01-20
Other Names
  • Jeremy Wayne Pruett

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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