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Tatiana Renae Preval

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-18
  • TX RA
    APPROVED
    Since 2026-06-18

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
Charles Schwab & Co., Inc Westlake TX 07/2018 Present
State Street Inc Hadley MA 06/2017 05/2018
Visiting Angels Amherst MA 09/2017 05/2018
Road To Responsibility Marshfield MA 06/2014 02/2017
University Of Massachusetts Amherst Amherst MA 09/2016 05/2017
University Of Massachusetts Amherst Amherst MA 09/2016 05/2017
University Of Massachusetts Amherst Amherst MA 09/2014 05/2018
Charles Schwab Bank, Ssb Westlake TX 01/2022 06/2026
Schwab Wealth Advisory, Inc. Westlake TX 06/2026 Present
  • 07/2018 → Present
    Charles Schwab & Co., Inc
    Westlake, TX
  • 06/2017 → 05/2018
    State Street Inc
    Hadley, MA
  • 09/2017 → 05/2018
    Visiting Angels
    Amherst, MA
  • 06/2014 → 02/2017
    Road To Responsibility
    Marshfield, MA
  • 09/2016 → 05/2017
    University Of Massachusetts Amherst
    Amherst, MA
  • 09/2016 → 05/2017
    University Of Massachusetts Amherst
    Amherst, MA
  • 09/2014 → 05/2018
    University Of Massachusetts Amherst
    Amherst, MA
  • 01/2022 → 06/2026
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 06/2026 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Other Businesses

Styled By Tatie LLC|Investment Related:No|5473 Blair Road Suite 100 #436708;Dallas;Texas;75231;usa|Consulting for Beauty Services|CEO|2026-04-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|business owner, individual limited liability company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    2019-05-06

View on SEC IAPD

Other Firms

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
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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