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Michael Lance Copeland

Charles Schwab & Co., Inc.

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 2014-05-10
  • TX RA
    APPROVED
    Since 2014-05-10

Branch Locations

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
Charles Schwab & Co., Inc Westlake TX 09/2010 Present
Charles Schwab Bank Ssb Westlake TX 11/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-09
S63 Uniform Securities Agent State Law Examination 2010-12-28
  • S66 Uniform Combined State Law Examination
    2014-05-09
  • S63 Uniform Securities Agent State Law Examination
    2010-12-28

View on SEC IAPD

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STRATEGIC ADVISERS LLC · WESTLAKE, TX
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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
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ADVISOR RESOURCE COUNCIL · Trophy Club, TX
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