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Meghana Jayantkumar Mistry

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 2025-01-31
  • TX RA
    APPROVED
    Since 2025-01-31

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 11/2020 12/2022
Searching For Job Arlington TX 05/2020 11/2020
Vivint Arlington TX 10/2019 03/2020
Dillards Arlington TX 06/2019 12/2019
Prince Lebanese Grill Arlington TX 03/2019 07/2019
University Of Texas At Arlington Arlington TX 11/2018 03/2019
Garage Clothing Arlington TX 11/2017 11/2018
University Of Texas At Arlington Arlington TX 06/2017 11/2017
Dfw Wellness Pharmacy Arlington TX 02/2017 05/2017
Abercrombie & Fitch Co. Fort Worth TX 03/2016 11/2016
Charles Schwab & Co., Inc. Westlake TX 12/2022 Present
Charles Schwab Bank, Ssb Westlake TX 12/2024 Present
  • 11/2020 → 12/2022
    Td Ameritrade, Inc.
    Westlake, TX
  • 05/2020 → 11/2020
    Searching For Job
    Arlington, TX
  • 10/2019 → 03/2020
    Vivint
    Arlington, TX
  • 06/2019 → 12/2019
    Dillards
    Arlington, TX
  • 03/2019 → 07/2019
    Prince Lebanese Grill
    Arlington, TX
  • 11/2018 → 03/2019
    University Of Texas At Arlington
    Arlington, TX
  • 11/2017 → 11/2018
    Garage Clothing
    Arlington, TX
  • 06/2017 → 11/2017
    University Of Texas At Arlington
    Arlington, TX
  • 02/2017 → 05/2017
    Dfw Wellness Pharmacy
    Arlington, TX
  • 03/2016 → 11/2016
    Abercrombie & Fitch Co.
    Fort Worth, TX
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2021-03-26
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2021-03-26
Other Names
  • Meghana Mistry

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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