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Daniel Valencia Moncanut

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 2025-07-29
  • TX RA
    APPROVED
    Since 2025-07-29

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, Inc. Westlake TX 09/2020 06/2024
Us Aviation Academy Denton TX 07/2019 08/2020
Atp Academy Arlington TX 04/2018 07/2019
Extended Travel Medellin 09/2017 04/2018
Rp Dental Medellin 03/2017 09/2017
Sean Patrick's Irish Pub San Marcos TX 02/2014 12/2016
Charles Schwab & Co., Inc. Westlake TX 01/2023 Present
Charles Schwab Bank Westlake TX 04/2025 Present
  • 09/2020 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 07/2019 → 08/2020
    Us Aviation Academy
    Denton, TX
  • 04/2018 → 07/2019
    Atp Academy
    Arlington, TX
  • 09/2017 → 04/2018
    Extended Travel
    Medellin
  • 03/2017 → 09/2017
    Rp Dental
    Medellin
  • 02/2014 → 12/2016
    Sean Patrick's Irish Pub
    San Marcos, TX
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 04/2025 → Present
    Charles Schwab Bank
    Westlake, TX
Other Businesses

1) Texas Association of Sports Officials|Investment Related: No|1221 West Campbell Road Suite 141 , Richardson, Texas, 75080, USA|Sports/Physical Recreation|Referee|10/18/2021|20-40 hour/month - 0.000000 during trading hours|Officiating soccer games

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-29
S63 Uniform Securities Agent State Law Examination 2021-02-09
  • S66 Uniform Combined State Law Examination
    2025-07-29
  • S63 Uniform Securities Agent State Law Examination
    2021-02-09
Other Names
  • Daniel Moncanut

View on SEC IAPD

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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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