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Robert Matthew Harmon

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 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

3000 Schwab Way, Westlake, TX 76262-8104 • 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
Fisher Investments Plano TX 11/2024 09/2025
Unemployed Frisco TX 01/2015 05/2018
Three Forks Steakhouse Frisco TX 06/2018 08/2018
Unemployed Frisco TX 09/2018 08/2020
Unemployed Fayetteville AR 09/2020 05/2024
Baylor Scott And White Plano TX 06/2024 07/2024
H&B Industries Dallas TX 08/2024 11/2024
Charles Schwab & Co., Inc. Westlake TX 11/2025 Present
  • 11/2024 → 09/2025
    Fisher Investments
    Plano, TX
  • 01/2015 → 05/2018
    Unemployed
    Frisco, TX
  • 06/2018 → 08/2018
    Three Forks Steakhouse
    Frisco, TX
  • 09/2018 → 08/2020
    Unemployed
    Frisco, TX
  • 09/2020 → 05/2024
    Unemployed
    Fayetteville, AR
  • 06/2024 → 07/2024
    Baylor Scott And White
    Plano, TX
  • 08/2024 → 11/2024
    H&B Industries
    Dallas, TX
  • 11/2025 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-13
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S63 Uniform Securities Agent State Law Examination
    2026-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23
Other Names
  • Robert Harmon

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

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