Best Investors Account Sign in

Lakyia Machelle White

Charles Schwab & Co., Inc.

Westlake, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-24
  • TX RA
    APPROVED
    Since 2022-05-24

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. Westlake TX 08/2019 Present
Asset Campus Housing College Station TX 02/2019 08/2019
Servitas Management Company College Station TX 08/2017 02/2019
Remax Cortiers College Station TX 09/2018 12/2018
Texas A&M University College Station TX 06/2015 05/2017
Fluent, Zipcar College Station TX 05/2017 08/2017
Schwab Private Client Investment Advisory, Inc. Westlake TX 05/2020 05/2022
  • 08/2019 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2019 → 08/2019
    Asset Campus Housing
    College Station, TX
  • 08/2017 → 02/2019
    Servitas Management Company
    College Station, TX
  • 09/2018 → 12/2018
    Remax Cortiers
    College Station, TX
  • 06/2015 → 05/2017
    Texas A&M University
    College Station, TX
  • 05/2017 → 08/2017
    Fluent, Zipcar
    College Station, TX
  • 05/2020 → 05/2022
    Schwab Private Client Investment Advisory, Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-02
  • S66 Uniform Combined State Law Examination
    2019-12-02

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor