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Parker Shaw Anderson

Charles Schwab & Co., Inc.

Westlake, TX

CRD 7320450

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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 2023-08-15
  • TX RA
    APPROVED
    Since 2023-08-15

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. Southlake TX 12/2020 06/2024
Ntx Couriers Keller TX 02/2018 12/2020
Moviehouse & Eatery Keller TX 08/2014 02/2018
Charles Schwab & Co., Inc. Westlake NE 06/2023 Present
Charles Schwab Bank, Ssb Westlake TX 08/2025 Present
  • 12/2020 → 06/2024
    Td Ameritrade, Inc.
    Southlake, TX
  • 02/2018 → 12/2020
    Ntx Couriers
    Keller, TX
  • 08/2014 → 02/2018
    Moviehouse & Eatery
    Keller, TX
  • 06/2023 → Present
    Westlake, NE
  • 08/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2022-10-25 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2021-04-29
  • S66 Uniform Combined State Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2021-04-29
Other Names
  • Parker Anderson

View on SEC IAPD

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