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Justin Reyes Pasayan

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 2020-05-23
  • TX RA
    APPROVED
    Since 2020-05-23

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
Usaa Financial Advisors Inc Addison TX 07/2014 05/2020
Usaa Financial Planning Services Addison TX 07/2014 05/2020
Usaa Investment Management Company Addison TX 01/2018 05/2020
Charles Schwab & Co., Inc. Westlake TX 05/2020 Present
  • 07/2014 → 05/2020
    Usaa Financial Advisors Inc
    Addison, TX
  • 07/2014 → 05/2020
    Usaa Financial Planning Services
    Addison, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Addison, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
    Addison, TX
  • 2014-08-18 → 2018-01-08
    Usaa Financial Planning Services
    Addison, TX
  • 2013-07-16 → 2014-07-16
    Td Ameritrade, Inc.
    Westlake, TX
  • 2013-07-16 → 2014-07-16
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2013-01-01 → 2013-07-08
    Wells Fargo Clearing Services, Llc
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-28
S63 Uniform Securities Agent State Law Examination 2012-06-20
  • S66 Uniform Combined State Law Examination
    2012-12-28
  • S63 Uniform Securities Agent State Law Examination
    2012-06-20

View on SEC IAPD

Other Firms

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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

More in Westlake, TX

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