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Andrew Brian Artis

Charles Schwab & Co., Inc.

Nashville, TN

Westlake, TX

CRD 7313894

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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
TN RA APPROVED 2026-02-12
  • TN RA
    APPROVED
    Since 2026-02-12

Branch Locations

Nashville, TN • 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
Charles Schwab & Co., Inc. Trinity FL 11/2020 Present
The Campbell Agency Dallas TX 11/2013 01/2024
Bmw Of Arlington Arlington TX 07/2018 04/2020
Pappasito's Cantina Fort Worth TX 11/2016 01/2018
  • 11/2020 → Present
    Charles Schwab & Co., Inc.
    Trinity, FL
  • 11/2013 → 01/2024
    The Campbell Agency
    Dallas, TX
  • 07/2018 → 04/2020
    Bmw Of Arlington
    Arlington, TX
  • 11/2016 → 01/2018
    Pappasito's Cantina
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-11
S63 Uniform Securities Agent State Law Examination 2021-10-28
  • S66 Uniform Combined State Law Examination
    2024-09-11
  • S63 Uniform Securities Agent State Law Examination
    2021-10-28
Other Names
  • Andrew Artis

View on SEC IAPD

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