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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 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • 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. The Woodlands TX 05/2026 Present
Charles Schwab Bank, Ssb The Woodlands TX 05/2026 Present
Unemployed Tomball TX 09/2025 04/2026
Merrill Lynch, Pierce, Fenner & Smith, Inc. Charlotte NC 09/2019 12/2021
Alliancebernstein San Antonio TX 08/2018 09/2019
Usaa San Antonio TX 03/2017 08/2018
L Brands Spring TX 02/2017 03/2017
University Of Houston Houston TX 08/2014 10/2016
Unemployed Montgomery TX 10/2016 02/2017
Bank Of America, N.A Charlotte NC 12/2021 05/2022
Finalis Securities Llc New York NY 06/2023 08/2025
Concourse Development Houston TX 08/2022 08/2023
  • 05/2026 → Present
    The Woodlands, TX
  • 05/2026 → Present
    Charles Schwab Bank, Ssb
    The Woodlands, TX
  • 09/2025 → 04/2026
    Unemployed
    Tomball, TX
  • 09/2019 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Charlotte, NC
  • 08/2018 → 09/2019
    Alliancebernstein
    San Antonio, TX
  • 03/2017 → 08/2018
    Usaa
    San Antonio, TX
  • 02/2017 → 03/2017
    L Brands
    Spring, TX
  • 08/2014 → 10/2016
    University Of Houston
    Houston, TX
  • 10/2016 → 02/2017
    Unemployed
    Montgomery, TX
  • 12/2021 → 05/2022
    Bank Of America, N.A
    Charlotte, NC
  • 06/2023 → 08/2025
    Finalis Securities Llc
    New York, NY
  • 08/2022 → 08/2023
    Concourse Development
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-29
S66 Uniform Combined State Law Examination 2020-01-08
  • S65 Uniform Investment Adviser Law Examination
    2026-06-29
  • S66 Uniform Combined State Law Examination
    2020-01-08
Other Names
  • Ryan Taylor Saravo
  • Ryan Saravo

View on SEC IAPD

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