Samuel Lee Dansby

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 04/2021
  Td Ameritrade
  Southlake, TX
• 07/2021 → 08/2025
  Usaa Investment Services Company
  Plano, TX
• 07/2021 → 07/2023
  Usaa Life Insurance Company
  Plano, TX
• 05/2021 → 07/2021
  Unemployed
  Desoto, TX
• 09/2025 → Present
  Charles Schwab & Co, Inc
  Westlake, TX

Previous Registrations

• 2021-08-17 → 2025-08-29
  Usaa Investment Services Company
  Plano, TX
  San Antonio, TX
  Addison, TX
  San Antonio, TX
  Desoto, TX
• 2008-07-15 → 2021-04-20
  Td Ameritrade, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Westlake, TX
  Westlake, TX
  Fort Worth, TX
  Jersey City, NJ
• 2008-07-15 → 2021-04-20
  Td Ameritrade Investment Management, Llc
  Ft Worth, TX
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2008-02-26
• S63 Uniform Securities Agent State Law Examination
  2006-08-21

Other Names

• Samuel Lee Dansby Iii
• Samuel Lee Dansby Iii
• Samuel Lee Dansby