Best Investors Account Sign in

Grace Rene Stinson

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 2026-04-18
  • TX RA
    APPROVED
    Since 2026-04-18

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 Southlake TX 03/2020 11/2023
Smu Economics Department Dallas TX 08/2019 12/2019
Anthropologie Dallas TX 05/2019 10/2019
Pace Equity - Crown Realty Dallas TX 02/2019 08/2019
Banana Republic Highland Village TX 05/2018 08/2018
Southern Methodist University Dallas TX 08/2017 12/2019
University Of North Texas Denton TX 08/2016 05/2017
Lucy Voss Highland Village TX 11/2015 01/2018
Charles Schwab & Co., Inc. Westlake TX 11/2023 Present
  • 03/2020 → 11/2023
    Td Ameritrade
    Southlake, TX
  • 08/2019 → 12/2019
    Smu Economics Department
    Dallas, TX
  • 05/2019 → 10/2019
    Anthropologie
    Dallas, TX
  • 02/2019 → 08/2019
    Pace Equity - Crown Realty
    Dallas, TX
  • 05/2018 → 08/2018
    Banana Republic
    Highland Village, TX
  • 08/2017 → 12/2019
    Southern Methodist University
    Dallas, TX
  • 08/2016 → 05/2017
    University Of North Texas
    Denton, TX
  • 11/2015 → 01/2018
    Lucy Voss
    Highland Village, TX
  • 11/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-18
S63 Uniform Securities Agent State Law Examination 2020-07-07
  • S66 Uniform Combined State Law Examination
    2026-04-18
  • S63 Uniform Securities Agent State Law Examination
    2020-07-07

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