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Jose Roberto Gomez

Charles Schwab & Co., Inc.

Gaithersburg, MD

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-25
TX RA APPROVED 2025-12-01
  • MD RA
    APPROVED
    Since 2026-02-25
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

108 Ellington Blvd, Gaithersburg, MD 20878-4552 • 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 07/2021 11/2023
Misioneros Inc. El Paso TX 07/2020 07/2021
San Pedro De Jesus Maldonado Catholic Church El Paso TX 10/2019 05/2020
Immigration Law Office Of Danny Razo El Paso TX 03/2019 08/2019
Jester City Housing And Dining Austin TX 01/2018 04/2018
College El Paso TX 08/2017 05/2021
Student El Paso TX 12/2014 06/2017
Charles Schwab & Co., Inc. Westlake TX 11/2023 Present
Charles Schwab Bank Gaithersburg MD 02/2026 Present
  • 07/2021 → 11/2023
    Td Ameritrade, Inc.
    Southlake, TX
  • 07/2020 → 07/2021
    Misioneros Inc.
    El Paso, TX
  • 10/2019 → 05/2020
    San Pedro De Jesus Maldonado Catholic Church
    El Paso, TX
  • 03/2019 → 08/2019
    Immigration Law Office Of Danny Razo
    El Paso, TX
  • 01/2018 → 04/2018
    Jester City Housing And Dining
    Austin, TX
  • 08/2017 → 05/2021
    College
    El Paso, TX
  • 12/2014 → 06/2017
    Student
    El Paso, TX
  • 11/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2026 → Present
    Charles Schwab Bank
    Gaithersburg, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-01
S63 Uniform Securities Agent State Law Examination 2021-11-23
  • S66 Uniform Combined State Law Examination
    2025-12-01
  • S63 Uniform Securities Agent State Law Examination
    2021-11-23
Other Names
  • Jose Gomez

View on SEC IAPD

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Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
PLANVEST FINANCIAL, INC. · GAITHERSBURG, MD
SERENE FINANCIAL SOLUTIONS · GAITHERSBURG, MD

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