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Elizabeth Tracy Oloughlin

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 2022-08-09
  • TX RA
    APPROVED
    Since 2022-08-09

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
8020 Hospitality Dallas TX 01/2016 11/2016
Trulucks Dallas TX 11/2016 09/2017
Stay At Home Mom Carrollton TX 09/2017 03/2018
Front Burner Restaurants Plano TX 03/2018 02/2019
Harwood Hospitality Dallas TX 02/2019 08/2019
Headington Restaurants Dallas TX 08/2019 06/2020
Lockwood Distilling Co Richardson TX 07/2020 01/2021
Fidelity Investments West Lake TX 01/2021 03/2022
Charles Schwab & Co., Inc. Westlake TX 03/2022 Present
  • 01/2016 → 11/2016
    8020 Hospitality
    Dallas, TX
  • 11/2016 → 09/2017
    Trulucks
    Dallas, TX
  • 09/2017 → 03/2018
    Stay At Home Mom
    Carrollton, TX
  • 03/2018 → 02/2019
    Front Burner Restaurants
    Plano, TX
  • 02/2019 → 08/2019
    Harwood Hospitality
    Dallas, TX
  • 08/2019 → 06/2020
    Headington Restaurants
    Dallas, TX
  • 07/2020 → 01/2021
    Lockwood Distilling Co
    Richardson, TX
  • 01/2021 → 03/2022
    Fidelity Investments
    West Lake, TX
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Previous Registrations
  • 2021-06-17 → 2022-03-21
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-04
  • S66 Uniform Combined State Law Examination
    2021-06-04
Other Names
  • Elizabeth T Oloughlin
  • Elizabeth Oloughlin

View on SEC IAPD

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MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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

More in Westlake, TX

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