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David Ryan

Charles Schwab & Co., Inc.

Westlake, TX

Omaha, NE

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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 2022-06-01
  • TX RA
    APPROVED
    Since 2022-06-01

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

200 S. 108 Ave, Omaha, NE 68154 • 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
Ameritrade Inc. Fort Worth TX 02/2006 07/2024
Td Waterhouse Investor Services, Inc. Fort Worth TX 04/2006 07/2024
Charles Schwab & Co, Inc Omaha NE 02/2023 Present
  • 02/2006 → 07/2024
    Ameritrade Inc.
    Fort Worth, TX
  • 04/2006 → 07/2024
    Td Waterhouse Investor Services, Inc.
    Fort Worth, TX
  • 02/2023 → Present
    Charles Schwab & Co, Inc
    Omaha, NE
Previous Registrations
  • 2020-11-10 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Southlake, TX
    Westlake, TX
  • 2020-11-10 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Omaha, NE
    Omaha, NE
Other Businesses

1) Group Therapy, LLC | Investment Related:No|64 CENTER LN N|Carlton Landing|Oklahoma|74432|USA|Rental Services (Other than Real Estate)|Member|4/28/2025|Less than 20|0|Member of LLC that will operate a rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-09
S63 Uniform Securities Agent State Law Examination 2006-06-13
  • S66 Uniform Combined State Law Examination
    2020-11-09
  • S63 Uniform Securities Agent State Law Examination
    2006-06-13
Other Names
  • David P. Ryan

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
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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