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Christina Willis

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 2020-06-05
  • TX RA
    APPROVED
    Since 2020-06-05

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
Td Ameritrade Southlake TX 11/2010 12/2018
Fidelity Brokerage Services Llc Westlake TX 01/2019 08/2019
Charles Schwab & Co., Inc. Westlake TX 05/2020 Present
Charles Schwab Bank, Ssb Westlake TX 05/2020 Present
Kforce Euless TX 09/2019 04/2020
  • 11/2010 → 12/2018
    Td Ameritrade
    Southlake, TX
  • 01/2019 → 08/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 09/2019 → 04/2020
    Kforce
    Euless, TX
Previous Registrations
  • 2019-06-18 → 2019-08-23
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2013-10-18 → 2019-01-11
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
    Westlake, TX
  • 2013-10-18 → 2018-06-29
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-17
  • S66 Uniform Combined State Law Examination
    2013-10-17
Other Names
  • Christina Denise Willis

View on SEC IAPD

Other Firms

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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