Rhea Jizette Mercado Moss

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 06/2024
  Td Ameritrade
  Southlake, TX
• 09/2017 → 08/2020
  Buffalo Wild Wings
  Arlington, TX
• 11/2016 → 04/2017
  Express
  Arlington, TX
• 07/2016 → 07/2017
  Blue Sky Mortgage
  North Richland Hils, TX
• 01/2015 → 12/2018
  University Of Texas At Arlington
  Arlington, TX
• 12/2020 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2020-11-03 → 2020-12-31
  Td Ameritrade, Inc.
  Westlake, TX
• 2020-11-03 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Southlake, TX

Other Businesses

1) Stemscopes by Accelerate Learning|Investment Related:No|5177 Richmond Ave;Houston;TX;77056;USA|Accelerate Learning|DigitalFormatting & PublishingContractor|2018-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Projects, sweeping, and editing the webpage. 2) Little Dream Play LLC|Investment Related:No|7008 Katydid Lane;Arlington;Tx;76002;US|Rental Services (Other than Real Estate)|Owner|2024-02-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am a co-owner of a party equipment rental company.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-02
• S63 Uniform Securities Agent State Law Examination
  2019-06-24

Other Names

• Rhea Mercado
• Rhea Jizette Cayanan Mercado