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Matthew Zack Foshee

Charles Schwab & Co., Inc.

Houston, 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 2018-05-22
  • TX RA
    APPROVED
    Since 2018-05-22

Branch Locations

4200 Westheimer Rd Suite 100, Houston, TX 77027 • 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
Scottrade, Inc. St. Louis MO 08/2005 03/2018
Td Ameritrade, Inc. St. Louis MO 02/2018 03/2018
Charles Schwab & Co., Inc. Houston TX 04/2018 Present
Charles Schwab Bank Ssb Houston TX 04/2018 Present
Td Ameritrade Houston TX 11/2022 06/2024
  • 08/2005 → 03/2018
    Scottrade, Inc.
    St. Louis, MO
  • 02/2018 → 03/2018
    Td Ameritrade, Inc.
    St. Louis, MO
  • 04/2018 → Present
    Charles Schwab & Co., Inc.
    Houston, TX
  • 04/2018 → Present
    Charles Schwab Bank Ssb
    Houston, TX
  • 11/2022 → 06/2024
    Td Ameritrade
    Houston, TX
Previous Registrations
  • 2022-06-03 → 2022-10-14
    Td Ameritrade, Inc.
    Houston, TX
    Houston, TX
  • 2018-03-19 → 2018-03-29
    Td Ameritrade, Inc.
    St. Louis, MO
  • 2018-03-19 → 2018-03-29
    Td Ameritrade Investment Management, Llc
    Saint Louis, MO
  • 2016-04-07 → 2018-03-27
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-07
S63 Uniform Securities Agent State Law Examination 2005-01-14
  • S66 Uniform Combined State Law Examination
    2016-04-07
  • S63 Uniform Securities Agent State Law Examination
    2005-01-14
Other Names
  • Matt Zack Foshee

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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