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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-12-13
  • OK RA
    APPROVED
    Since 2025-12-13

Branch Locations

13710 N. Pennsylvania Ave Suite 2, Oklahoma City, OK 73134-6030 • 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
Full Time Education Oklahoma City OK 08/2015 05/2018
Oaktree National Edmond OK 03/2017 06/2018
Full Time Education Stillwater OK 08/2018 05/2022
Northwestern Mutual Oklahoma City OK 01/2020 07/2020
Unemployed Edmond OK 06/2022 07/2022
Jp Morgan Chase & Co. New York NY 07/2022 11/2022
Baker Wealth Strategies Llc Edmond OK 11/2022 05/2024
Nai Red (Formerly Nai Sullivan Group) Oklahoma City OK 06/2024 11/2024
Nintex Bellevue WA 11/2024 12/2025
Triad Vacation Rentals Charlotte NC 06/2025 08/2025
Charles Schwab & Co., Inc. Westlake TX 12/2025 Present
Charles Schwab Bank Oklahoma City OK 12/2025 Present
  • 08/2015 → 05/2018
    Full Time Education
    Oklahoma City, OK
  • 03/2017 → 06/2018
    Oaktree National
    Edmond, OK
  • 08/2018 → 05/2022
    Full Time Education
    Stillwater, OK
  • 01/2020 → 07/2020
    Northwestern Mutual
    Oklahoma City, OK
  • 06/2022 → 07/2022
    Unemployed
    Edmond, OK
  • 07/2022 → 11/2022
    Jp Morgan Chase & Co.
    New York, NY
  • 11/2022 → 05/2024
    Baker Wealth Strategies Llc
    Edmond, OK
  • 06/2024 → 11/2024
    Nai Red (Formerly Nai Sullivan Group)
    Oklahoma City, OK
  • 11/2024 → 12/2025
    Nintex
    Bellevue, WA
  • 06/2025 → 08/2025
    Triad Vacation Rentals
    Charlotte, NC
  • 12/2025 → Present
    Westlake, TX
  • 12/2025 → Present
    Charles Schwab Bank
    Oklahoma City, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-03
  • S66 Uniform Combined State Law Examination
    2022-09-03
Other Names
  • Justin Matthew Atyia

View on SEC IAPD

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