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Valentino Lapid

Charles Schwab & Co., Inc.

Houston, 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 2020-01-23
  • TX RA
    APPROVED
    Since 2020-01-23

Branch Locations

4200 Westheimer Rd Suite 100, Houston, TX 77027 • 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
Edward Jones St Louis MO 02/2015 04/2017
Tdameritrade Houston TX 04/2017 12/2019
Charles Schwab & Co., Inc. Houston TX 12/2019 Present
Charles Schwab Bank Houston TX 12/2019 Present
  • 02/2015 → 04/2017
    Edward Jones
    St Louis, MO
  • 04/2017 → 12/2019
    Tdameritrade
    Houston, TX
  • 12/2019 → Present
    Charles Schwab & Co., Inc.
    Houston, TX
  • 12/2019 → Present
    Charles Schwab Bank
    Houston, TX
Previous Registrations
  • 2017-04-26 → 2019-12-17
    Td Ameritrade, Inc.
    Houston, TX
  • 2017-04-26 → 2019-12-17
    Td Ameritrade Investment Management, Llc
    Houston, TX
  • 2015-05-12 → 2016-03-21
    Edward Jones
    Houston, TX
    Houston, TX
    Houston, TX
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-11
  • S66 Uniform Combined State Law Examination
    2015-05-11
Other Names
  • Valentino Lapid Jr
  • Valentino Lapid
  • Valentino Lapid

View on SEC IAPD

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BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
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AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
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