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Myles E Hernandez

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2022-03-04
  • TX RA
    APPROVED
    Since 2022-03-04

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
Steward Partners Global Advisory Dallas TX 08/2019 05/2020
Water Grill Dallas TX 05/2018 02/2020
Wallace Specialty Insurance Group Richardson TX 05/2017 05/2018
Goosehead Insurance Irving TX 05/2016 05/2017
Raymond James Financial Services, Inc. Dallas TX 05/2020 02/2022
Steward Partners Global Advisory Dallas TX 05/2020 02/2022
Steward Partners Investment Advisory, Llc Dallas TX 05/2020 02/2022
Schwab Wealth Advisory Inc Westlake TX 02/2022 Present
Charles Schwab & Co., Inc. Westlake TX 02/2022 Present
  • 08/2019 → 05/2020
    Steward Partners Global Advisory
    Dallas, TX
  • 05/2018 → 02/2020
    Water Grill
    Dallas, TX
  • 05/2017 → 05/2018
    Wallace Specialty Insurance Group
    Richardson, TX
  • 05/2016 → 05/2017
    Goosehead Insurance
    Irving, TX
  • 05/2020 → 02/2022
    Raymond James Financial Services, Inc.
    Dallas, TX
  • 05/2020 → 02/2022
    Steward Partners Global Advisory
    Dallas, TX
  • 05/2020 → 02/2022
    Steward Partners Investment Advisory, Llc
    Dallas, TX
  • 02/2022 → Present
    Schwab Wealth Advisory Inc
    Westlake, TX
  • 02/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
  • S66 Uniform Combined State Law Examination
    2020-12-21
Designations
Other Names
  • Myles Hernandez
  • Myles Edward Hernandez

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

More in Westlake, TX

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