Terry Lee Krueger

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-02-05
OK	RA	APPROVED	2020-08-05

TX RA
APPROVED_RES

Since 2021-02-05
OK RA
APPROVED

Since 2020-08-05

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Omaha	NE	01/2010	07/2020
Charles Schwab & Co., Inc.	Tulsa	OK	07/2020	Present
Charles Schwab Bank, Ssb	Tulsa	OK	07/2020	Present

01/2010 → 07/2020

Td Ameritrade

Omaha, NE
07/2020 → Present

Charles Schwab & Co., Inc.

Tulsa, OK
07/2020 → Present

Charles Schwab Bank, Ssb

Tulsa, OK

Previous Registrations

2012-01-03 → 2020-07-21

Td Ameritrade, Inc.

Omaha, NE

Westlake, TX

Fort Worth, TX

Fort Worth, TX

Omaha, NE

Tulsa, OK
2012-01-03 → 2020-07-21

Td Ameritrade Investment Management, Llc

Fort Worth, TX

Tulsa, OK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-23
S63	Uniform Securities Agent State Law Examination	2010-04-08

S66 Uniform Combined State Law Examination

2011-12-23
S63 Uniform Securities Agent State Law Examination

2010-04-08

Designations

Other Names

Terry Lee Krueger
Terry Lee Krueger

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews