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Victoria Anne Wood

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 2024-04-25
  • TX RA
    APPROVED
    Since 2024-04-25

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 Westlake TX 07/2020 04/2024
Tcby Katy TX 10/2016 12/2016
Axium Inspections Denver CO 10/2017 01/2018
Unemployed Katy TX 12/2016 10/2017
Color Cord Company Denver CO 01/2018 09/2018
You Squared Media Houston TX 09/2018 05/2019
Veritude Westlake TX 05/2019 11/2019
Fidelity Investments Westlake TX 11/2019 07/2020
Schwab Wealth Advisory Westlake TX 04/2024 Present
Charles Schwab & Co Inc,. Westlake TX 04/2024 Present
  • 07/2020 → 04/2024
    Fidelity Investments
    Westlake, TX
  • 10/2016 → 12/2016
    Tcby
    Katy, TX
  • 10/2017 → 01/2018
    Axium Inspections
    Denver, CO
  • 12/2016 → 10/2017
    Unemployed
    Katy, TX
  • 01/2018 → 09/2018
    Color Cord Company
    Denver, CO
  • 09/2018 → 05/2019
    You Squared Media
    Houston, TX
  • 05/2019 → 11/2019
    Veritude
    Westlake, TX
  • 11/2019 → 07/2020
    Fidelity Investments
    Westlake, TX
  • 04/2024 → Present
    Schwab Wealth Advisory
    Westlake, TX
  • 04/2024 → Present
    Charles Schwab & Co Inc,.
    Westlake, TX
Previous Registrations
  • 2022-05-02 → 2024-04-08
    Fidelity Personal And Workplace Advisors
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
S63 Uniform Securities Agent State Law Examination 2020-11-17
  • S66 Uniform Combined State Law Examination
    2022-04-25
  • S63 Uniform Securities Agent State Law Examination
    2020-11-17
Other Names
  • Tori Anne Wood
  • Victoria Anne Wood
  • Victoria Wood

View on SEC IAPD

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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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