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Philip Meikle

Charles Schwab & Co., Inc.

Houston, TX

Sugar Land, 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 2024-01-30
  • TX RA
    APPROVED
    Since 2024-01-30

Branch Locations

4200 Westheimer Rd Suite 100, Houston, TX 77027 • United States

1865 Highway 6 Suite 110, Sugar Land, TX 77478-5096 • 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
New York Life Insurance Company Houston TX 08/2021 03/2022
North Star Resource Group Austin TX 09/2019 01/2021
Domino's Pizza Austin TX 07/2018 06/2019
Concordia University Texas Austin TX 06/2015 07/2019
Nylife Securities Llc Houston TX 08/2021 03/2022
Concordia University Texas Austin TX 08/2015 04/2020
N/A Cypress TX 01/2021 03/2021
Charles Schwab & Co., Inc. Sugar Land TX 07/2022 Present
Charles Schwab Bank, Ssb Sugar Land TX 07/2022 Present
N/A Houston TX 03/2021 08/2021
N/A Cypress TX 03/2022 07/2022
  • 08/2021 → 03/2022
    New York Life Insurance Company
    Houston, TX
  • 09/2019 → 01/2021
    North Star Resource Group
    Austin, TX
  • 07/2018 → 06/2019
    Domino's Pizza
    Austin, TX
  • 06/2015 → 07/2019
    Concordia University Texas
    Austin, TX
  • 08/2021 → 03/2022
    Nylife Securities Llc
    Houston, TX
  • 08/2015 → 04/2020
    Concordia University Texas
    Austin, TX
  • 01/2021 → 03/2021
    N/A
    Cypress, TX
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Sugar Land, TX
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Sugar Land, TX
  • 03/2021 → 08/2021
    N/A
    Houston, TX
  • 03/2022 → 07/2022
    N/A
    Cypress, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-30
S63 Uniform Securities Agent State Law Examination 2021-10-11
  • S66 Uniform Combined State Law Examination
    2024-01-30
  • S63 Uniform Securities Agent State Law Examination
    2021-10-11

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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