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Omar Benmansour

Charles Schwab & Co., Inc.

Lone Tree, CO

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 2018-05-04
  • TX RA
    APPROVED
    Since 2018-05-04

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

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 Investments Westlake TX 09/2011 03/2018
Charles Schwab & Co., Inc. Westlake TX 04/2018 Present
Previous Registrations
  • 2011-10-20 → 2018-04-23
    Strategic Advisers Llc
    Westlake, TX
  • 2010-07-09 → 2010-07-27
    Chase Investment Services Corp.
    Grand Prairie, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-08
S63 Uniform Securities Agent State Law Examination 2006-03-13
  • S66 Uniform Combined State Law Examination
    2010-07-08
  • S63 Uniform Securities Agent State Law Examination
    2006-03-13
Designations

View on SEC IAPD

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