Matthew Cole Cecil

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-10

TX RA
APPROVED

Since 2024-09-10

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Westlake	TX	11/2021	Present
Keener Financial Planning	Keller	TX	06/2021	07/2021
Westwood Wealth Management	Dallas	TX	06/2019	08/2019
Lpl Financial	San Angelo	TX	06/2018	08/2018
N/A	Lubbock	TX	08/2016	05/2021
Bentwood Country Club Llc	San Angelo	TX	05/2017	08/2017
N/A	Fort Worth	TX	08/2021	10/2021

11/2021 → Present

Charles Schwab & Co., Inc.

Westlake, TX
06/2021 → 07/2021

Keener Financial Planning

Keller, TX
06/2019 → 08/2019

Westwood Wealth Management

Dallas, TX
06/2018 → 08/2018

Lpl Financial

San Angelo, TX
08/2016 → 05/2021

N/A

Lubbock, TX
05/2017 → 08/2017

Bentwood Country Club Llc

San Angelo, TX
08/2021 → 10/2021

N/A

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-10

S66 Uniform Combined State Law Examination

2024-09-10

Other Names

Cole Cecil

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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