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Callie Paige Rainwater

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 7498784

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-19
  • TX RA
    APPROVED
    Since 2025-12-19

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 03/2022 Present
Our Country Homes Hurst TX 05/2018 12/2021
Darl Llc Hurst TX 05/2018 12/2021
University Of North Texas Denton TX 01/2018 09/2019
University Of North Texas Denton TX 08/2017 12/2020
Prism Education Center Fayetteville AR 10/2016 02/2017
Homemaker Denton TX 12/2021 03/2022
Full Time Education Denton TX 03/2017 05/2017
Unemployed Justin TX 06/2017 07/2017
Unemployed Fayetteville AR 09/2016 09/2016
Charles Schwab Bank, Ssb Westlake TX 03/2023 12/2025
Schwab Wealth Advisory Inc Westlake TX 12/2025 Present
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2018 → 12/2021
    Our Country Homes
    Hurst, TX
  • 05/2018 → 12/2021
    Darl Llc
    Hurst, TX
  • 01/2018 → 09/2019
    University Of North Texas
    Denton, TX
  • 08/2017 → 12/2020
    University Of North Texas
    Denton, TX
  • 10/2016 → 02/2017
    Prism Education Center
    Fayetteville, AR
  • 12/2021 → 03/2022
    Homemaker
    Denton, TX
  • 03/2017 → 05/2017
    Full Time Education
    Denton, TX
  • 06/2017 → 07/2017
    Unemployed
    Justin, TX
  • 09/2016 → 09/2016
    Unemployed
    Fayetteville, AR
  • 03/2023 → 12/2025
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 12/2025 → Present
    Westlake, TX
Other Businesses

1) Rainwater Geospatial LLC | Investment Related:No|Other|Managing Member / co owner / treasurer|7/25/2024|Less than 20|0|I am the co owner with my husband of this LLC. I am responsible for overseeing general accounting and keeping our business in good legal standing (ie: maintaining proper insurance, keeping records, managing internal affairs, acting as the registered agent). ,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2022-06-17
Other Names
  • Callie P. Sherrod
  • Callie Sherrod
  • Callie Paige Sherrod

View on SEC IAPD

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