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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-25
  • TX RA
    APPROVED
    Since 2025-12-25

Branch Locations

409 Throckmorton St, Fort Worth, TX 76102 • 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 Brokerage Services, Llc Westlake TX 03/2017 12/2023
Fidelity Investments Westlake TX 07/2016 07/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2024
Fidelity Investments Boston MA 03/2025 11/2025
Fidelity Investments Hilton Head Island SC 12/2023 11/2025
Fidelity Investments Westlake TX 07/2019 12/2023
Fidelity Investments Westlake TX 07/2017 07/2019
Charles Schwab & Co., Inc Fort Worth TX 12/2025 Present
Charles Schwab Bank Fort Worth TX 11/2025 Present
  • 03/2017 → 12/2023
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 07/2016 → 07/2017
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 01/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 11/2025
    Fidelity Investments
    Boston, MA
  • 12/2023 → 11/2025
    Fidelity Investments
    Hilton Head Island, SC
  • 07/2019 → 12/2023
    Fidelity Investments
    Westlake, TX
  • 07/2017 → 07/2019
    Fidelity Investments
    Westlake, TX
  • 12/2025 → Present
    Fort Worth, TX
  • 11/2025 → Present
    Charles Schwab Bank
    Fort Worth, TX
Previous Registrations
  • 2025-03-31 → 2025-12-10
    Hilton Head Island, SC
    Hilton Head Island, SC
    Hilton Head Island, SC
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Hilton Head Island, SC
    Hilton Head Island, SC
    Hilton Head Island, SC
  • 2018-05-01 → 2018-07-13
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-08
  • S66 Uniform Combined State Law Examination
    2017-06-08
Designations
  • Certified Financial Planner
Other Names
  • Ryan Lands
  • Ryan Mason Lands

View on SEC IAPD

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