Best Investors Account Sign in

Jesus Marin-Sanchez

Charles Schwab & Co., Inc.

Westlake, TX

Claim This Profile
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
Td Ameritrade, Inc. Westlake TX 07/2012 12/2022
Charles Schwab & Co., Inc. Westlake TX 01/2022 Present
Td Ameritrade Investment Management, Llc Westlake TX 01/2023 12/2023
  • 07/2012 → 12/2022
    Td Ameritrade, Inc.
    Westlake, TX
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2023 → 12/2023
    Td Ameritrade Investment Management, Llc
    Westlake, TX
Previous Registrations
  • 2013-10-15 → 2023-07-06
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Westlake, TX
  • 2013-10-15 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
    Westlake, TX
Other Businesses

1) Rental Property | Investment Related:No|5412 Blue Water Lake Dr|Fort Worth |Texas|76137|US. |Real Estate (Non-Agent/Broker)|Rental Property|8/8/2026|Less than 20|0|I will approve tenant and repairs of property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-10
S63 Uniform Securities Agent State Law Examination 2012-08-27
  • S66 Uniform Combined State Law Examination
    2013-10-10
  • S63 Uniform Securities Agent State Law Examination
    2012-08-27

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor