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Kevin Douglas Yeiser

Charles Schwab & Co., Inc.

Georgetown, TX

CRD 7372301

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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 2022-11-03
  • TX RA
    APPROVED
    Since 2022-11-03

Branch Locations

1225 S I-35 Frontage Rd Suite 125, Georgetown, TX 78626 • 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 Georgetown TX 11/2020 Present
Texas A&M University - Corps Corpus Christi TX 09/2017 12/2019
Ohio University Athens OH 08/2017 05/2019
National Collegiate Athletic Association Round Rock TX 10/2016 07/2020
Unemployed Round Rock TX 07/2020 10/2020
  • 11/2020 → Present
    Charles Schwab & Co., Inc
    Georgetown, TX
  • 09/2017 → 12/2019
    Texas A&M University - Corps
    Corpus Christi, TX
  • 08/2017 → 05/2019
    Ohio University
    Athens, OH
  • 10/2016 → 07/2020
    National Collegiate Athletic Association
    Round Rock, TX
  • 07/2020 → 10/2020
    Unemployed
    Round Rock, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-03
  • S66 Uniform Combined State Law Examination
    2022-11-03
Other Names
  • Kevin D Yeiser

View on SEC IAPD

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