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Imanol Meza

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 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-03

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, Inc. Southlake TX 01/2022 02/2023
Walmart Hurst TX 10/2021 01/2022
Toyota Hurst TX 03/2021 10/2021
Discount Tire Haslet TX 01/2021 03/2021
Toyota Grapevine TX 10/2019 12/2020
Great Wolf Lodge Grapevine TX 03/2019 08/2019
Homemaking Haslet TX 07/2018 03/2019
Whataburger Fort Worth TX 04/2018 07/2018
Student Haslet TX 04/2014 04/2018
Charles Schwab & Co., Inc. Westlake TX 02/2023 Present
  • 01/2022 → 02/2023
    Td Ameritrade, Inc.
    Southlake, TX
  • 10/2021 → 01/2022
    Walmart
    Hurst, TX
  • 03/2021 → 10/2021
    Toyota
    Hurst, TX
  • 01/2021 → 03/2021
    Discount Tire
    Haslet, TX
  • 10/2019 → 12/2020
    Toyota
    Grapevine, TX
  • 03/2019 → 08/2019
    Great Wolf Lodge
    Grapevine, TX
  • 07/2018 → 03/2019
    Homemaking
    Haslet, TX
  • 04/2018 → 07/2018
    Whataburger
    Fort Worth, TX
  • 04/2014 → 04/2018
    Student
    Haslet, TX
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2025-10-02
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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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

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