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Emily Mertle Lopez

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-03
  • TX RA
    APPROVED
    Since 2023-01-03

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
Fidelity Investments West Lake TX 06/2020 08/2021
Gm Financial Arlington TX 10/2018 05/2020
Saras Secret Arlington TX 07/2018 11/2018
Ulta Fort Worth TX 06/2017 07/2017
Polytechnic United Methodist Church Fort Worth TX 09/2016 01/2019
Texas Wesleyan Univeristy Fort Worth TX 06/2015 03/2017
Robinhood Financial, Llc Lake Mary FL 08/2021 04/2022
Charles Schwab & Co., Inc. Orlando FL 06/2022 Present
Schwab Wealth Advisory Inc. Orlando FL 06/2022 Present
Texas Wesleyan University Fort Worth TX 08/2014 12/2017
  • 06/2020 → 08/2021
    Fidelity Investments
    West Lake, TX
  • 10/2018 → 05/2020
    Gm Financial
    Arlington, TX
  • 07/2018 → 11/2018
    Saras Secret
    Arlington, TX
  • 06/2017 → 07/2017
    Ulta
    Fort Worth, TX
  • 09/2016 → 01/2019
    Polytechnic United Methodist Church
    Fort Worth, TX
  • 06/2015 → 03/2017
    Texas Wesleyan Univeristy
    Fort Worth, TX
  • 08/2021 → 04/2022
    Robinhood Financial, Llc
    Lake Mary, FL
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 06/2022 → Present
    Schwab Wealth Advisory Inc.
    Orlando, FL
  • 08/2014 → 12/2017
    Texas Wesleyan University
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-08
S63 Uniform Securities Agent State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2020-11-25
Other Names
  • Emily Mertle Messenger
  • Emily M. Messenger

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
CHARLES SCHWAB & CO., 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

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