Rafael Cliefverth Otoya

Current Employers

Employment History

• 06/2016 → 08/2018
  Td Ameritrade
  Fort Worth, TX
• 12/2018 → 12/2019
  Fisher Investments
  Plano, TX
• 08/2018 → 12/2018
  Unemployed
  Grapevine, TX
• 01/2020 → 06/2024
  Td Ameritrade
  Southlake, TX
• 05/2024 → Present
  Charles Schwab Bank Ssb
  Southlake, TX
• 06/2016 → Present
  Charles Schwab & Co., Inc
  Southlake, TX
• 06/2024 → Present
  Charles Schwab And Co., Inc.
  Southlake, TX

Previous Registrations

• 2020-01-23 → 2022-12-15
  Td Ameritrade Investment Management, Llc
  Southlake, TX
  Westlake, TX
• 2020-01-23 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Omaha, NE
  Westlake, TX
• 2018-12-04 → 2020-01-17
  Fisher Investments
  Plano, TX
  Plano, TX
• 2016-07-01 → 2018-09-07
  Td Ameritrade, Inc.
  Westlake, TX
• 2016-07-01 → 2018-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2015-05-08 → 2016-07-15
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

Name: VISUAL VIBES, Role: photographer, Type: OTHER, Start Date: 12/01/2013, Investment Related?: No, Address: 2214 Chatam Hill St, Grapevine, TX 76051, Number of Hours/Mo: 10, Duties: take pictures of people and landscape ( 2) Lyft/Share driving/Take people to their destinations by car/Chatam Hill St/ Grapevine TX/ Less than 20/ start date 07/01/2015

Exams

• S66 Uniform Combined State Law Examination
  2015-05-01
• S63 Uniform Securities Agent State Law Examination
  2014-09-05

Other Names

• Rafael Clievert Otoya
• Rafael Otoya