Best Investors Account Sign in

H Gerald Weil

Charles Schwab & Co., Inc.

Plano, TX

Scottsdale, AZ

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

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-05-06
  • TX RA
    APPROVED
    Since 2014-05-06

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States

20301 North Hayden Road Suite E115, Scottsdale, AZ 85255-5454 • 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. Plano TX 11/1995 Present
Charles Schwab Bank, Ssb Plano TX 02/2005 Present
Td Ameritrade, Inc. Plano TX 07/2021 06/2024
  • 11/1995 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 02/2005 → Present
    Charles Schwab Bank, Ssb
    Plano, TX
  • 07/2021 → 06/2024
    Td Ameritrade, Inc.
    Plano, TX
Previous Registrations
  • 2021-07-27 → 2022-10-14
    Td Ameritrade, Inc.
    Houston, TX
    Omaha, NE
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-08
S63 Uniform Securities Agent State Law Examination 1995-05-12
  • S65 Uniform Investment Adviser Law Examination
    1995-06-08
  • S63 Uniform Securities Agent State Law Examination
    1995-05-12
Designations
Other Names
  • Gerry Weil
  • H Gerald Weil
  • Henry G (Jr) Weil
  • Henry Gerald Weil
  • H. Gerald Gerald Weil
  • Henry Gerald Weil
  • Henry Gerald Weil
  • Henry Gerald Weil
  • H Gerald Gerald Weil

View on SEC IAPD

Other Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC
PARADIGM GROUP
CAISHEN FINANCIAL
EVERGREEN WEALTH ADVISORS
EDWARD JONES
KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor