Best Investors Account Sign in

William Cade Lipps

Charles Schwab & Co., Inc.

Tulsa, OK

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

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-09-29
  • OK RA
    APPROVED
    Since 2025-09-29

Branch Locations

2005 East 21St Street Suite 100, Tulsa, OK 74104 • 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
Jpmorgan Chase Bank, N.A. Jenks OK 04/2025 05/2025
J.P. Morgan Securities Llc Jenks OK 04/2025 05/2025
Oklahoma State University Stillwater OK 01/2024 04/2025
Miso Asian Bistro Stillwater OK 07/2022 06/2025
Grade Potential Tutoring Remote CA 07/2023 01/2024
Wings Of Hope Family Crisis Center Stillwater OK 07/2022 07/2023
Olive Garden Stillwater OK 02/2022 08/2022
Trion Solutions Remote CA 07/2023 01/2024
Charles Schwab & Co., Inc Tulsa OK 05/2025 Present
Charles Schwab Bank Tulsa OK 05/2025 Present
Whataburger Stillwater OK 09/2020 03/2022
Education Stillwater OK 08/2019 12/2023
Unemployed Katy TX 04/2015 08/2019
  • 04/2025 → 05/2025
    Jpmorgan Chase Bank, N.A.
    Jenks, OK
  • 04/2025 → 05/2025
    J.P. Morgan Securities Llc
    Jenks, OK
  • 01/2024 → 04/2025
    Oklahoma State University
    Stillwater, OK
  • 07/2022 → 06/2025
    Miso Asian Bistro
    Stillwater, OK
  • 07/2023 → 01/2024
    Grade Potential Tutoring
    Remote, CA
  • 07/2022 → 07/2023
    Wings Of Hope Family Crisis Center
    Stillwater, OK
  • 02/2022 → 08/2022
    Olive Garden
    Stillwater, OK
  • 07/2023 → 01/2024
    Trion Solutions
    Remote, CA
  • 05/2025 → Present
    Charles Schwab & Co., Inc
    Tulsa, OK
  • 05/2025 → Present
    Charles Schwab Bank
    Tulsa, OK
  • 09/2020 → 03/2022
    Whataburger
    Stillwater, OK
  • 08/2019 → 12/2023
    Education
    Stillwater, OK
  • 04/2015 → 08/2019
    Unemployed
    Katy, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
  • S66 Uniform Combined State Law Examination
    2025-09-29

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor