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Matthew Ryan Lefkovits

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 2021-04-06
  • TX RA
    APPROVED
    Since 2021-04-06

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
Charles Schwab & Co., Inc. Westlake TX 06/2020 Present
State Street Corporation Kansas City MO 02/2018 06/2020
Spring Venture Group Kansas City MO 06/2017 02/2018
University Of Kansas Lawrence KS 08/2013 06/2017
Charles Schwab Bank, Ssb Westlake TX 10/2021 Present
  • 06/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2018 → 06/2020
    State Street Corporation
    Kansas City, MO
  • 06/2017 → 02/2018
    Spring Venture Group
    Kansas City, MO
  • 08/2013 → 06/2017
    University Of Kansas
    Lawrence, KS
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
  • S66 Uniform Combined State Law Examination
    2021-04-05
Other Names
  • Matthew Lefkovits

View on SEC IAPD

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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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