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Angela Marie Burcel

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 2021-09-28
  • TX RA
    APPROVED
    Since 2021-09-28

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. Tampa FL 08/2015 05/2020
Usaa Financial Planning Services Tampa FL 10/2015 05/2020
Usaa Investment Management Company Tampa FL 12/2018 05/2020
Charles Schwab & Co., Inc. Westlake TX 05/2020 Present
Charles Schwab Bank, Ssb Westlake TX 08/2022 Present
  • 08/2015 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 10/2015 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 12/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-05
S63 Uniform Securities Agent State Law Examination 2015-10-13
  • S65 Uniform Investment Adviser Law Examination
    2018-10-05
  • S63 Uniform Securities Agent State Law Examination
    2015-10-13
Other Names
  • Angie Martinez
  • Angela M Martinez
  • Angela M Martinez
  • Angela Marie Martinez
  • Angie Burcel

View on SEC IAPD

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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

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