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J Lawrence Blatt

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 2022-04-22
  • TX RA
    APPROVED
    Since 2022-04-22

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
Fidelity Brokerage Services, Inc. Dallas TX 12/1995 09/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2021
Charles Schwab & Co., Inc. Westlake TX 04/2022 Present
Charles Schwab Bank, Ssb Westlake TX 04/2022 Present
Unemployed Coppell TX 09/2021 04/2022
  • 12/1995 → 09/2021
    Fidelity Brokerage Services, Inc.
    Dallas, TX
  • 07/2018 → 09/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 04/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 09/2021 → 04/2022
    Unemployed
    Coppell, TX
Previous Registrations
  • 2018-07-13 → 2021-10-01
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 1996-05-10 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2005-04-26 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-30
S63 Uniform Securities Agent State Law Examination 1996-04-10
  • S66 Uniform Combined State Law Examination
    2001-03-30
  • S63 Uniform Securities Agent State Law Examination
    1996-04-10
Designations
Other Names
  • Larry Blatt
  • J Lawrence Blatt
  • J Lawrence Blatt
  • J. Lawrence Blatt
  • J. L Blatt
  • J L Blatt

View on SEC IAPD

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STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
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