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David Richard Hansen

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 2023-06-13
  • TX RA
    APPROVED
    Since 2023-06-13

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
Charles Schwab & Co., Inc. Westlake TX 11/2020 Present
Wells Fargo Irving TX 11/2019 10/2020
Citt Services Dallas TX 07/2018 09/2019
Texas State University - San Marcos San Marcos TX 08/2014 05/2018
  • 11/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2019 → 10/2020
    Wells Fargo
    Irving, TX
  • 07/2018 → 09/2019
    Citt Services
    Dallas, TX
  • 08/2014 → 05/2018
    Texas State University - San Marcos
    San Marcos, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-12
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2023-06-12
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08
Other Names
  • David Hansen

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
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ADVISOR RESOURCE COUNCIL · Trophy Club, TX
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