Tania Lee Lounsbury

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2022-07-26

VA RA
APPROVED

Since 2022-07-26

Branch Locations

Glen Allen, VA • 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

Organization	City	State	From	To
Tdameritrade, Inc.	Glen Allen	VA	03/2014	06/2024
Charles Schwab And Co., Inc.	Glen Allen	VA	06/2024	Present

03/2014 → 06/2024

Tdameritrade, Inc.

Glen Allen, VA
06/2024 → Present

Charles Schwab And Co., Inc.

Glen Allen, VA

Previous Registrations

2014-07-07 → 2022-09-15

Td Ameritrade, Inc.

Glen Allen, VA

Glen Allen, VA

Charlotte, NC

Glen Allen, VA

Westlake, TX
2014-07-09 → 2022-09-15

Td Ameritrade Investment Management, Llc

Glen Allen, VA

Glen Allen, VA

Other Businesses

Name of Outside Business:Rental Property; Investment Related:Yes; Address of Outside Business:Provo, UT; Nature of Outside Business:Rental Property; Position:Owner; Start Date:7/7/2012; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Engage with management company and tenants occassionally for condo related items.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-07

S66 Uniform Combined State Law Examination

2014-07-07

Other Names

Tanialee Lounsbury
Tania Lee Rohde
Tanialee Rohde

View on SEC IAPD