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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 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-02

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 01/2022 Present
Walmart Roanoke TX 06/2020 11/2021
Texas Bank Financial Fort Worth TX 08/2017 10/2019
Third Coast Bank Dallas TX 02/2017 08/2017
N/A Colleyville TX 11/2019 06/2020
Worthington National Bank Fort Worth TX 06/2016 12/2016
  • 01/2022 → Present
    Westlake, TX
  • 06/2020 → 11/2021
    Walmart
    Roanoke, TX
  • 08/2017 → 10/2019
    Texas Bank Financial
    Fort Worth, TX
  • 02/2017 → 08/2017
    Third Coast Bank
    Dallas, TX
  • 11/2019 → 06/2020
    N/A
    Colleyville, TX
  • 06/2016 → 12/2016
    Worthington National Bank
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2024-11-15
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2024-11-15
Other Names
  • Bryce Cook

View on SEC IAPD

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