Paul Urquidez Dominguez

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 09/2018
  Scottrade
  Arlington, TX
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Arlington, TX
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Fort Worth, TX
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Fort Worth, TX

Previous Registrations

• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Arlington, TX
  Frisco, TX
  Fort Worth, TX
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Arlington, TX
  Frisco, TX
  Fort Worth, TX
  Omaha, NE
• 2017-01-25 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2012-06-06 → 2016-04-19
  Td Ameritrade, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
• 2012-06-06 → 2016-04-19
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-02-02