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John Charles Anglin

Charles Schwab & Co., Inc.

Tulsa, OK

Lone Tree, CO

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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_RES 2022-01-11
OK RA APPROVED 2019-03-06
  • TX RA
    APPROVED_RES
    Since 2022-01-11
  • OK RA
    APPROVED
    Since 2019-03-06

Branch Locations

2005 East 21St Street Suite 100, Tulsa, OK 74104 • United States

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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
Scottrade San Antonio TX 04/2014 02/2018
Td Ameritrade, Inc. Albuquerque NM 02/2018 10/2018
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 10/2018
Charles Schwab & Co., Inc. Oklahoma City OK 10/2018 Present
Charles Schwab Bank Oklahoma City OK 10/2018 Present
Td Ameritrade, Inc. Tulsa OK 02/2022 06/2024
  • 04/2014 → 02/2018
    Scottrade
    San Antonio, TX
  • 02/2018 → 10/2018
    Td Ameritrade, Inc.
    Albuquerque, NM
  • 02/2018 → 10/2018
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 10/2018 → Present
    Charles Schwab & Co., Inc.
    Oklahoma City, OK
  • 10/2018 → Present
    Charles Schwab Bank
    Oklahoma City, OK
  • 02/2022 → 06/2024
    Td Ameritrade, Inc.
    Tulsa, OK
Previous Registrations
  • 2018-02-28 → 2018-10-09
    Td Ameritrade, Inc.
    Albuquerque, NM
  • 2018-02-26 → 2018-10-09
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-03-10 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2011-10-21 → 2014-04-16
    Td Ameritrade, Inc.
    Westlake, TX
  • 2011-10-21 → 2014-04-16
    Td Ameritrade Investment Management, Llc
    Ft Worth, TX
  • 2011-03-31 → 2011-10-07
    Chase Investment Services Corp.
    Allen, TX
    Dallas, TX
    Dallas, TX
    Plano, TX
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-09
S65 Uniform Investment Adviser Law Examination 2011-03-29
S63 Uniform Securities Agent State Law Examination 2008-09-12
  • S66 Uniform Combined State Law Examination
    2017-03-09
  • S65 Uniform Investment Adviser Law Examination
    2011-03-29
  • S63 Uniform Securities Agent State Law Examination
    2008-09-12
Other Names
  • Charlie Anglin
  • Charlie Anglin
  • John C Anglin
  • Jonh Sharles Anglin

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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