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Timothy Allen Bielik

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 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23

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 12/2022
Charles Schwab And Co., Inc. Westlake TX 12/2022 Present
Schwab Wealth Advisory Inc. Westlake TX 10/2025 06/2026
  • 11/2011 → 12/2022
    Td Ameritrade
    Fort Worth, TX
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 10/2025 → 06/2026
    Schwab Wealth Advisory Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-24
S63 Uniform Securities Agent State Law Examination 2012-01-10
  • S66 Uniform Combined State Law Examination
    2025-05-24
  • S63 Uniform Securities Agent State Law Examination
    2012-01-10
Designations

View on SEC IAPD

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