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Lisette Treske

Charles Schwab & Co., Inc.

Dallas, TX

CRD 6142742

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

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

8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • 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 Fort Worth TX 04/2013 12/2022
Charles Schwab & Co., Inc. Dallas TX 01/2022 Present
Charles Schwab Bank, Ssb Dallas TX 12/2022 Present
  • 04/2013 → 12/2022
    Td Ameritrade Inc
    Fort Worth, TX
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Dallas, TX
  • 12/2022 → Present
    Charles Schwab Bank, Ssb
    Dallas, TX
Previous Registrations
  • 2013-07-01 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Dallas, TX
    Dallas, TX
  • 2013-07-01 → 2022-10-14
    Td Ameritrade, Inc.
    Dallas, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-25
  • S66 Uniform Combined State Law Examination
    2013-06-25
Other Names
  • Lisette Hichez
  • Lisette Treske

View on SEC IAPD

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