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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 2020-02-19
  • TX RA
    APPROVED
    Since 2020-02-19

Branch Locations

3000 Schwab Ln, Southlake, TX 76092 • United States

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
Edward Jones St Louis MO 12/2018 11/2019
Select Promotions Frisco TX 12/2015 12/2018
Konica Minolta Business Solutions North Richland Hills TX 06/2017 12/2018
Bev Revv, Llc Fort Worth TX 09/2018 12/2018
Unemployed Fort Worth TX 05/2017 06/2017
Verizon Wireless Fort Worth TX 04/2014 05/2017
Charles Schwab & Co., Inc. Southlake TX 01/2020 Present
Select Promotions Frisco TX 11/2019 12/2019
Bev Revv, Llc Fort /Worth TX 11/2019 12/2019
Charles Schwab Bank, Ssb Southlake TX 11/2022 Present
Charles Schwab Premier Bank, Ssb Southlake TX 11/2022 Present
Charles Schwab Trust Bank, Ssb Southlake TX 11/2022 Present
  • 12/2018 → 11/2019
    St Louis, MO
  • 12/2015 → 12/2018
    Select Promotions
    Frisco, TX
  • 06/2017 → 12/2018
    Konica Minolta Business Solutions
    North Richland Hills, TX
  • 09/2018 → 12/2018
    Bev Revv, Llc
    Fort Worth, TX
  • 05/2017 → 06/2017
    Unemployed
    Fort Worth, TX
  • 04/2014 → 05/2017
    Verizon Wireless
    Fort Worth, TX
  • 01/2020 → Present
    Southlake, TX
  • 11/2019 → 12/2019
    Select Promotions
    Frisco, TX
  • 11/2019 → 12/2019
    Bev Revv, Llc
    Fort /Worth, TX
  • 11/2022 → Present
    Charles Schwab Bank, Ssb
    Southlake, TX
  • 11/2022 → Present
    Charles Schwab Premier Bank, Ssb
    Southlake, TX
  • 11/2022 → Present
    Charles Schwab Trust Bank, Ssb
    Southlake, TX
Previous Registrations
  • 2019-06-10 → 2019-11-15
    Watauga, TX
    St Louis, MO
    Grapevine, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-07
  • S66 Uniform Combined State Law Examination
    2019-06-07
Other Names
  • Courtney Small

View on SEC IAPD

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