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Clair Alicia Mars

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 2018-11-30
  • TX RA
    APPROVED
    Since 2018-11-30

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 San Diego CA 07/2016 03/2018
Charles Schwab & Co., Inc. Westlake TX 11/2018 Present
Uber Fort Worth TX 06/2018 11/2018
Lyft Fort Worth TX 06/2018 08/2018
Instacart Fort Worth TX 07/2018 11/2018
Doordash Fort Worth TX 10/2018 11/2018
Grubhub Fort Worth TX 10/2018 11/2018
Kings & Queens Equity Group, Llc Fort Worth TX 03/2018 09/2018
  • 07/2016 → 03/2018
    Td Ameritrade
    San Diego, CA
  • 11/2018 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2018 → 11/2018
    Uber
    Fort Worth, TX
  • 06/2018 → 08/2018
    Lyft
    Fort Worth, TX
  • 07/2018 → 11/2018
    Instacart
    Fort Worth, TX
  • 10/2018 → 11/2018
    Doordash
    Fort Worth, TX
  • 10/2018 → 11/2018
    Grubhub
    Fort Worth, TX
  • 03/2018 → 09/2018
    Kings & Queens Equity Group, Llc
    Fort Worth, TX
Previous Registrations
  • 2016-09-21 → 2018-03-07
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Omaha, NE
    San Diego, CA
    Westlake, TX
  • 2016-09-21 → 2018-03-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-20
  • S66 Uniform Combined State Law Examination
    2016-09-20
Designations
Other Names
  • Clair Alicia Blake

View on SEC IAPD

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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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