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Sylvia L F Beasley

Charles Schwab & Co., Inc.

Crandall, TX

Westlake, TX

CRD 7302545

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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 2025-03-18
  • TX RA
    APPROVED
    Since 2025-03-18

Branch Locations

Crandall, TX • United States

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 Southlake TX 10/2020 12/2022
None Lewisville TX 06/2020 10/2020
Stubhub San Francisco CA 07/2018 06/2020
Uplift Education Dallas TX 12/2017 12/2018
Alorica Irving CA 05/2014 12/2018
University Of Texas At Dallas Richardson TX 01/2014 05/2020
Charles Schwab & Co., Inc. Westlake TX 12/2022 Present
  • 10/2020 → 12/2022
    Td Ameritrade
    Southlake, TX
  • 06/2020 → 10/2020
    None
    Lewisville, TX
  • 07/2018 → 06/2020
    Stubhub
    San Francisco, CA
  • 12/2017 → 12/2018
    Uplift Education
    Dallas, TX
  • 05/2014 → 12/2018
    Alorica
    Irving, CA
  • 01/2014 → 05/2020
    University Of Texas At Dallas
    Richardson, TX
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Other Businesses

1) Best Play, Testerup, and JustPlay | Investment Related:No|Other|N/A|1/1/2026|Less than 20|0|Compensation received to test video games and watch commercials

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
Other Names
  • Sylvia L F Beasley
  • Sylvia Lee Beasley

View on SEC IAPD

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