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Trevor Craig Harrell

Charles Schwab & Co., Inc.

Westlake, TX

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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 2022-10-24
IN RA APPROVED 2021-08-09
  • TX RA
    APPROVED
    Since 2022-10-24
  • IN RA
    APPROVED
    Since 2021-08-09

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. Indianapolis IN 06/2019 08/2019
Club Demonstration Services Indianapolis IN 08/2018 04/2019
Best Buy Greenwood IN 09/2015 12/2016
Charles Schwab & Co., Inc. Westlake TX 08/2020 Present
Unemployed Greenwood IN 01/2017 07/2018
Unemployed Indianapolis IN 09/2019 07/2020
Charles Schwab Bank, Ssb Westlake TX 05/2022 Present
  • 06/2019 → 08/2019
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2018 → 04/2019
    Club Demonstration Services
    Indianapolis, IN
  • 09/2015 → 12/2016
    Best Buy
    Greenwood, IN
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2017 → 07/2018
    Unemployed
    Greenwood, IN
  • 09/2019 → 07/2020
    Unemployed
    Indianapolis, IN
  • 05/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
  • S66 Uniform Combined State Law Examination
    2021-08-09
Designations
Other Names
  • Trevor C Harrell
  • Trevor Harrell
  • Trevor Graig Harrell

View on SEC IAPD

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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

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