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Yingru Wang

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 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-21

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
Td Ameritrade Southlake TX 01/2022 09/2023
Unemployment Frisco TX 09/2020 12/2021
Air China Cargo Grapevine TX 07/2018 08/2020
Preston Abc Day School Plano TX 01/2018 07/2018
Unemployed Carrollton TX 06/2016 12/2017
Charles Schwab & Co., Inc. Westlake TX 09/2023 Present
  • 01/2022 → 09/2023
    Td Ameritrade
    Southlake, TX
  • 09/2020 → 12/2021
    Unemployment
    Frisco, TX
  • 07/2018 → 08/2020
    Air China Cargo
    Grapevine, TX
  • 01/2018 → 07/2018
    Preston Abc Day School
    Plano, TX
  • 06/2016 → 12/2017
    Unemployed
    Carrollton, TX
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Other Businesses

1) NNCW Distribution LLC | Investment Related:No|Retail|Online Store Owner|2/11/2022|Varies|0|Selling Security camera systems at Amazon and Ebay online stores.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
S63 Uniform Securities Agent State Law Examination 2022-07-28
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21
  • S63 Uniform Securities Agent State Law Examination
    2022-07-28
Other Names
  • Nicole Wang

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
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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