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Samuel Christson Engulu

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-05
  • TX RA
    APPROVED
    Since 2026-05-05

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
Fidelity Investments Westlake TX 06/2021 08/2021
Home Depot Inc. Keller TX 01/2018 05/2021
Walmart Supercenter North Richland Hills TX 02/2017 03/2017
Williamson-Dickie Mfg. Co. Fort Worth TX 05/2017 07/2017
Dq Fort Worth TX 12/2016 02/2017
Unemployed Fort Worth TX 09/2016 11/2016
Unemployed Fort Worth TX 08/2017 12/2017
Unemployed Fort Worth TX 09/2021 12/2021
Schwab Wealth Advisory, Inc. Westlake Texas TX 05/2026 Present
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2021 → 08/2021
    Fidelity Investments
    Westlake, TX
  • 01/2018 → 05/2021
    Home Depot Inc.
    Keller, TX
  • 02/2017 → 03/2017
    Walmart Supercenter
    North Richland Hills, TX
  • 05/2017 → 07/2017
    Williamson-Dickie Mfg. Co.
    Fort Worth, TX
  • 12/2016 → 02/2017
    Dq
    Fort Worth, TX
  • 09/2016 → 11/2016
    Unemployed
    Fort Worth, TX
  • 08/2017 → 12/2017
    Unemployed
    Fort Worth, TX
  • 09/2021 → 12/2021
    Unemployed
    Fort Worth, TX
  • 05/2026 → Present
    Schwab Wealth Advisory, Inc.
    Westlake Texas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-06
S63 Uniform Securities Agent State Law Examination 2023-10-14
  • S66 Uniform Combined State Law Examination
    2024-11-06
  • S63 Uniform Securities Agent State Law Examination
    2023-10-14
Other Names
  • Samuel Engulu

View on SEC IAPD

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ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
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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