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Rebecca Peterson-Male

Charles Schwab & Co., Inc.

Del Rio, TN

Phoenix, AZ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-28
TX RA APPROVED 2020-05-23
  • TN RA
    APPROVED
    Since 2026-04-28
  • TX RA
    APPROVED
    Since 2020-05-23

Branch Locations

Del Rio, TN • United States

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Usaa Financial Advisors, Inc. San Antonio TX 10/2010 05/2020
Usaa Financial Planning Services San Antonio TX 10/2010 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. San Antonio TX 05/2020 Present
Charles Schwab Bank, Ssb San Antonio TX 05/2020 Present
  • 10/2010 → 05/2020
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 10/2010 → 05/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-08
  • S66 Uniform Combined State Law Examination
    2005-11-08
Designations
Other Names
  • Rebecca Peterson Male

View on SEC IAPD

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