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Deanna Pauline Beatrice

Charles Schwab & Co., Inc.

Austin, TX

CRD 7295396

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-01
  • TX RA
    APPROVED
    Since 2026-01-01

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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. Austin TX 09/2020 Present
Marriott International Austin TX 08/2003 09/2020
Other Businesses

1) INSTACART | NOT INVESTMENT-RELATED | 50 BEALE, STE 600, SAN FRANCISCO, CA 94107 | PERSONAL/HOUSEHOLD SERVICES | PERSONAL SHOPPER | 7/30/2017 | 20-40 HPM | NONE DURING TRADING HOURS | Grocery shopping and delivering groceries to homes. 2) AMAZON FLEX | NOT INVESTMENT-RELATED | 4616 W HOWARD LANE, AUSTIN, TX 78728 | DELIVERY | DELIVERY DRIVER | 10/3/2020 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | DELIVERING AMAZON PACKAGES TO PEOPLE'S HOMES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-29
S63 Uniform Securities Agent State Law Examination 2021-08-13
  • S66 Uniform Combined State Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2021-08-13

View on SEC IAPD

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