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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 2014-02-13
  • TX RA
    APPROVED
    Since 2014-02-13

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
Charles Schwab & Co., Inc. Westlake TX 06/2012 Present
Charles Schwab Bank Ssb Fort Worth TX 02/2014 08/2018
Charles Schwab Bank, Ssb Westlake TX 03/2022 Present
  • 06/2012 → Present
    Westlake, TX
  • 02/2014 → 08/2018
    Charles Schwab Bank Ssb
    Fort Worth, TX
  • 03/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Other Businesses

1) Start Date = 09-20-18| Charlie's Dad LLC| Photographer| Fort Worth, TX| Hours/Month = Less than 20| Freelance Photography. 2) Orka | Investment Related: No | Food/Beverage Production | Owner | Start date: 2022-11-07 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Through Texas Cottage Laws, I am looking to bake and sell bread through my home, initially intending to leverage the www.thebakingnotificationproject.com platform to gain subscribers for excess bi-weekly bread baking.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-13
S63 Uniform Securities Agent State Law Examination 2012-09-14
  • S66 Uniform Combined State Law Examination
    2014-02-13
  • S63 Uniform Securities Agent State Law Examination
    2012-09-14
Other Names
  • Greg Cella

View on SEC IAPD

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