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Michael James Mcevers

Charles Schwab & Co., Inc.

Westlake, 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 2022-10-04
  • TX RA
    APPROVED
    Since 2022-10-04

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 11/2011 06/2024
Charles Schwab & Co. Southlake TX 10/2022 Present
  • 11/2011 → 06/2024
    Td Ameritrade
    Fort Worth, TX
  • 10/2022 → Present
    Charles Schwab & Co.
    Southlake, TX
Previous Registrations
  • 2018-05-07 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
    Omaha, NE
  • 2018-05-07 → 2021-06-16
    Td Ameritrade Investment Management, Llc
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-04
S63 Uniform Securities Agent State Law Examination 2012-02-15
  • S66 Uniform Combined State Law Examination
    2018-05-04
  • S63 Uniform Securities Agent State Law Examination
    2012-02-15
Other Names
  • Michael Mcevers

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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