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Austin Robert Todd

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

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
Western & Southern Life Cincinatti OH 06/2021 Present
Western & Southern Life Westlake TX 03/2021 10/2021
Nordstrom Rack Frisco TX 10/2020 12/2020
Southlake Tennis Center Southlake TX 07/2020 10/2020
Prestonwood Country Club Dallas TX 01/2019 04/2020
Veritude/Fidelity Investments Westlake TX 10/2018 12/2018
Texas Tech University Lubbock TX 08/2013 08/2018
Td Ameritrade Southlake TX 10/2021 06/2024
Charles Schwab And Co., Inc. Southlake TX 06/2024 Present
  • 06/2021 → Present
    Western & Southern Life
    Cincinatti, OH
  • 03/2021 → 10/2021
    Western & Southern Life
    Westlake, TX
  • 10/2020 → 12/2020
    Nordstrom Rack
    Frisco, TX
  • 07/2020 → 10/2020
    Southlake Tennis Center
    Southlake, TX
  • 01/2019 → 04/2020
    Prestonwood Country Club
    Dallas, TX
  • 10/2018 → 12/2018
    Veritude/Fidelity Investments
    Westlake, TX
  • 08/2013 → 08/2018
    Texas Tech University
    Lubbock, TX
  • 10/2021 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 06/2024 → Present
    Charles Schwab And Co., Inc.
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-12
S63 Uniform Securities Agent State Law Examination 2022-01-26
  • S66 Uniform Combined State Law Examination
    2026-02-12
  • S63 Uniform Securities Agent State Law Examination
    2022-01-26
Other Names
  • Austin Todd
  • Austin R Todd

View on SEC IAPD

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EDWARD WHALEN
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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
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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