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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 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

3000 Schwab Way, Westlake, TX 76262-8104 • 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 10/2020 06/2024
First National Bank Texas Denton TX 02/2019 09/2020
Chipotle Denton TX 10/2018 04/2019
Kohl's Denton TX 05/2018 10/2018
Mcdonald's Brownsville TX 06/2017 08/2017
Unt Dining Services - Kerr Dining Hall Denton TX 09/2015 05/2018
Charles Schwab & Co., Inc. Westlake TX 12/2022 Present
  • 10/2020 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 02/2019 → 09/2020
    First National Bank Texas
    Denton, TX
  • 10/2018 → 04/2019
    Chipotle
    Denton, TX
  • 05/2018 → 10/2018
    Kohl's
    Denton, TX
  • 06/2017 → 08/2017
    Mcdonald's
    Brownsville, TX
  • 09/2015 → 05/2018
    Unt Dining Services - Kerr Dining Hall
    Denton, TX
  • 12/2022 → Present
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2021-01-28
  • S66 Uniform Combined State Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2021-01-28
Designations
Other Names
  • Rosa Guadalupe Trevino
  • Rosa Trevino
  • Rosa Kiphen

View on SEC IAPD

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