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Luke Trevor Gheta

Charles Schwab & Co., Inc.

Westlake, TX

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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 2021-04-22
  • TX RA
    APPROVED
    Since 2021-04-22

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
Charles Schwab & Co., Inc. Westlake TX 07/2016 Present
Schwab Private Client Investment Advisory, Inc. Westlake TX 01/2019 04/2021
  • 07/2016 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2019 → 04/2021
    Schwab Private Client Investment Advisory, Inc.
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-24
S63 Uniform Securities Agent State Law Examination 2016-11-15
  • S66 Uniform Combined State Law Examination
    2018-07-24
  • S63 Uniform Securities Agent State Law Examination
    2016-11-15

View on SEC IAPD

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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