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Elizabeth Graham Trecartin

Penn Davis Mcfarland Inc

Dallas, TX

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Current Employers
Penn Davis Mcfarland Inc

2626 Cole Ave Ste 504, Dallas, TX 75204 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-08
  • TX RA
    APPROVED
    Since 2025-01-08

Branch Locations

2626 Cole Ave Ste 504, Dallas, TX 75204 • 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
Charles Schwab & Co., Inc. Dallas TX 06/2016 Present
Charles Schwab Bank, Ssb Dallas TX 06/2016 Present
Air B&B Dallas TX 10/2017 Present
  • 06/2016 → Present
    Charles Schwab & Co., Inc.
    Dallas, TX
  • 06/2016 → Present
    Charles Schwab Bank, Ssb
    Dallas, TX
  • 10/2017 → Present
    Air B&B
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-01
  • S66 Uniform Combined State Law Examination
    2016-02-01
Designations
Other Names
  • Elizabeth Alton Graham

View on SEC IAPD

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