Best Investors Account Sign in

Jacob William Lundy

Charles Schwab & Co., Inc.

Plano, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-13
  • TX RA
    APPROVED
    Since 2023-06-13

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • 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 Southlake TX 08/2021 06/2024
Renaissance Senior Living Allen TX 11/2020 02/2021
P.F. Chang's Austin TX 05/2019 08/2021
La Tazza Fresca Austin TX 12/2018 05/2019
University Of Texas At Austin Austin TX 08/2017 08/2021
The North Face Allen TX 10/2016 01/2018
Allen High School Allen TX 08/2013 08/2017
Charles Schwab & Co., Inc. Southlake TX 02/2022 Present
Charles Schwab Bank, Ssb Plano TX 07/2023 Present
  • 08/2021 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 11/2020 → 02/2021
    Renaissance Senior Living
    Allen, TX
  • 05/2019 → 08/2021
    P.F. Chang's
    Austin, TX
  • 12/2018 → 05/2019
    La Tazza Fresca
    Austin, TX
  • 08/2017 → 08/2021
    University Of Texas At Austin
    Austin, TX
  • 10/2016 → 01/2018
    The North Face
    Allen, TX
  • 08/2013 → 08/2017
    Allen High School
    Allen, TX
  • 02/2022 → Present
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 07/2023 → Present
    Charles Schwab Bank, Ssb
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-13
S63 Uniform Securities Agent State Law Examination 2021-12-11
  • S66 Uniform Combined State Law Examination
    2023-06-13
  • S63 Uniform Securities Agent State Law Examination
    2021-12-11
Designations

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor