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Aleyda Maria Kathuroju

Charles Schwab & Co., Inc.

Westlake, TX

Indianapolis, IN

CRD 7496618

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-01
  • TX RA
    APPROVED
    Since 2022-07-01

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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 03/2022 Present
Fort Worth Isd/ Sam Rosen Elementary Fort Worth TX 08/2018 06/2020
Dallas Isd - Sydney Lanier Vanguard School Dallas TX 08/2014 08/2018
N/A Northlake TX 06/2020 03/2022
Charles Schwab Bank, Ssb Westlake TX 03/2023 Present
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2018 → 06/2020
    Fort Worth Isd/ Sam Rosen Elementary
    Fort Worth, TX
  • 08/2014 → 08/2018
    Dallas Isd - Sydney Lanier Vanguard School
    Dallas, TX
  • 06/2020 → 03/2022
    N/A
    Northlake, TX
  • 03/2023 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-13
  • S66 Uniform Combined State Law Examination
    2022-06-13
Other Names
  • Aleyda M Martinez Galeas
  • Aleyda Martinez

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
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Nearby Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD

Nearby Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

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