Best Investors Account Sign in
Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-19
  • TX RA
    APPROVED
    Since 2022-01-19

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 Fort Worth TX 02/2014 12/2021
Charles Schwab & Co., Inc. Bedford TX 12/2021 Present
Previous Registrations
  • 2014-09-15 → 2022-01-19
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
    Omaha, NE
    Westlake, TX
    Fort Worth, TX
    Omaha, NE
  • 2014-09-15 → 2017-04-10
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Other Businesses

Name: vlosity learning llc, Role: Sole -Member, Type: Technology Services, Start Date: 10/20/2020, Investment Related?: No, Address: 1090 Texan Trail #612, Grapevine, TX 76051, Number of Hours/Mo: 10, Duties: Designer, Engineer, and Project Manager and developing the apps to be deployed on iphone and ipad devices for infant/toddler learning development.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-12
  • S66 Uniform Combined State Law Examination
    2014-09-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor