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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 2026-01-13
  • TX RA
    APPROVED
    Since 2026-01-13

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
National Financial Services Llc Westlake TX 06/2017 04/2020
Texas Women's University Denton TX 08/2012 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 04/2020 01/2021
Jpmorgan Chase Bank, N.A. Plano TX 01/2021 04/2022
J.P. Morgan Securities Llc Plano TX 01/2021 04/2022
Bank Of America Frisco TX 04/2020 11/2020
Fidelity Investments Westlake TX 06/2017 04/2020
Camisa Strategies, Llc Frisco TX 12/2020 05/2022
Charles Schwab Bank, Ssb Westlake TX 05/2022 01/2026
Charles Schwab & Co., Inc Westlake TX 05/2022 Present
Schwab Wealth Advisory Inc Westlake TX 01/2026 Present
  • 06/2017 → 04/2020
    National Financial Services Llc
    Westlake, TX
  • 08/2012 → 05/2017
    Texas Women's University
    Denton, TX
  • 04/2020 → 01/2021
    Frisco, TX
  • 01/2021 → 04/2022
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 01/2021 → 04/2022
    Plano, TX
  • 04/2020 → 11/2020
    Bank Of America
    Frisco, TX
  • 06/2017 → 04/2020
    Fidelity Investments
    Westlake, TX
  • 12/2020 → 05/2022
    Camisa Strategies, Llc
    Frisco, TX
  • 05/2022 → 01/2026
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 05/2022 → Present
    Charles Schwab & Co., Inc
    Westlake, TX
  • 01/2026 → Present
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-26
  • S66 Uniform Combined State Law Examination
    2020-08-26
Other Names
  • Alexandria Mejia
  • Alexandria Reyes
  • Alexandria Mejia Reyes-Lopez
  • Alexandria Mejia Reyes
  • Alexandria Reyes-Lopez
  • Allie Reyes

View on SEC IAPD

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