Sarah Jane Walkinshaw

Current Employers

Employment History

• 01/2018 → 11/2018
  Sii
  Keller, TX
• 01/2017 → 02/2020
  Retirement Plan Management
  Keller, TX
• 02/2015 → 12/2016
  State Farm
  Irving, TX
• 11/2018 → 02/2020
  Royal Alliance Associates, Inc.
  Keller, TX
• 02/2020 → 04/2023
  Royal Alliance Associates, Inc.
  Dallas, TX
• 04/2023 → 03/2024
  Schwab Wealth Advisory Inc
  Westlake, TX
• 04/2023 → Present
  Charles Schwab & Co Inc
  Westlake, TX

Previous Registrations

• 2023-05-01 → 2024-07-08
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 2020-02-18 → 2023-04-18
  Osaic Wealth, Inc.
  Dallas, TX
  Lewisville, TX
• 2018-11-02 → 2020-02-14
  Osaic Wealth, Inc.
  Nashville, TN
  Keller, TX
  Dallas, TX
• 2018-04-17 → 2018-11-02
  Signator Investors, Inc.
  Nashville, TN
  Keller, TX
  Gold River, CA
• 2008-03-03 → 2009-04-28
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
  Frisco, TX

Other Businesses

1) Roanoke Elementary School PTA | Investment Related:No|1401 Lancelot Dr|Roanoke|TX|76262|USA|Education|Teacher Appreciation Chair|7/1/2025|Less than 20|0|Plan and organize monthly teacher appreciation events and gifts. Maintain a budget of $5,000 per school year, solicit donations and sponsorships from local businesses to support teachers and staff., 2) Scouting America Cub Scout Pack | Investment Related:No|850 Cannon Dr|Hurst|TX|76054|USA|Nonprofit Charitable Organizations|Cubmaster|11/1/2024|Less than 20|0|Organize youth activities according to Scouting America curriculum including outdoor activities and community service. Coordinate fundraising and maintain budget for pack events.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-16
• S65 Uniform Investment Adviser Law Examination
  2008-02-29
• S63 Uniform Securities Agent State Law Examination
  2006-09-01

Designations

Other Names

• Sarah Jane Sauer