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Juan Carlos Suarez

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 2025-09-30
  • TX RA
    APPROVED
    Since 2025-09-30

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 12/2024 Present
Onetrust Atlanta GA 11/2021 05/2023
Moxo Cupertino CA 03/2021 10/2021
Alteryx Irvine CA 04/2019 02/2021
Bwtech Belo Horizonte 12/2016 12/2018
Infovista (Tems) Reston VA 11/2014 11/2016
Unemployed Trophy Club TX 06/2023 11/2023
Klindata Solutions Southlake TX 12/2023 11/2024
Unemployed Trophy Club TX 01/2019 03/2019
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2021 → 05/2023
    Onetrust
    Atlanta, GA
  • 03/2021 → 10/2021
    Moxo
    Cupertino, CA
  • 04/2019 → 02/2021
    Alteryx
    Irvine, CA
  • 12/2016 → 12/2018
    Bwtech
    Belo Horizonte
  • 11/2014 → 11/2016
    Infovista (Tems)
    Reston, VA
  • 06/2023 → 11/2023
    Unemployed
    Trophy Club, TX
  • 12/2023 → 11/2024
    Klindata Solutions
    Southlake, TX
  • 01/2019 → 03/2019
    Unemployed
    Trophy Club, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
S63 Uniform Securities Agent State Law Examination 2025-03-26
  • S66 Uniform Combined State Law Examination
    2025-09-30
  • S63 Uniform Securities Agent State Law Examination
    2025-03-26

View on SEC IAPD

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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

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