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Sterlin Forrest Arledge

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 2022-01-26
  • TX RA
    APPROVED
    Since 2022-01-26

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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Wichita Falls TX 05/2012 10/2016
Bank Of America, N.A. Wichita Falls TX 01/2013 10/2016
Td Ameritrade Fort Worth TX 10/2016 06/2024
Charles Schwab And Co., Inc. Fort Worth TX 12/2022 Present
Charles Schwab Bank Ssb Fort Worth TX 11/2023 Present
  • 05/2012 → 10/2016
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Wichita Falls, TX
  • 01/2013 → 10/2016
    Bank Of America, N.A.
    Wichita Falls, TX
  • 10/2016 → 06/2024
    Td Ameritrade
    Fort Worth, TX
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Fort Worth, TX
  • 11/2023 → Present
    Charles Schwab Bank Ssb
    Fort Worth, TX
Previous Registrations
  • 2016-10-26 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Westlake, TX
  • 2016-10-26 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
  • 2012-09-17 → 2016-10-17
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Wichita Falls, TX
    Wichita Falls, TX
    Arlington, TX
    Arlington, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-13
  • S66 Uniform Combined State Law Examination
    2012-09-13
Other Names
  • Sterlin Forrest Arledge
  • Sterlin Arledge

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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