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Matthew Obadiah Tertious Sandquist

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 2022-11-01
  • TX RA
    APPROVED
    Since 2022-11-01

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 07/2020 Present
Pro View Global Digital Surveillance Weatherford TX 12/2017 08/2018
University Of Texas At Dallas Richardson TX 08/2016 12/2018
Air Serve International Dallas TX 05/2017 08/2017
Uwl Inc. Euless TX 03/2019 06/2020
  • 07/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2017 → 08/2018
    Pro View Global Digital Surveillance
    Weatherford, TX
  • 08/2016 → 12/2018
    University Of Texas At Dallas
    Richardson, TX
  • 05/2017 → 08/2017
    Air Serve International
    Dallas, TX
  • 03/2019 → 06/2020
    Uwl Inc.
    Euless, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
S63 Uniform Securities Agent State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2022-11-01
  • S63 Uniform Securities Agent State Law Examination
    2021-10-04

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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