Eliza Katherine Ormuz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 08/2022 → Present
  Charles Schwab Bank, Ssb
  Fort Worth, TX
• 06/2021 → 07/2022
  Symmply Right Solutions
  College Station, TX
• 11/2020 → 04/2021
  Allegiance Bank
  Houston, TX
• 06/2020 → 08/2020
  Allegiance Bank
  Houston, TX
• 04/2017 → 08/2017
  Vector Marketing
  Richmond, TX
• 08/2017 → 06/2020
  N/A
  College Station, TX
• 10/2016 → 06/2017
  Levy Restaurants
  College Station, TX
• 05/2016 → 10/2016
  N/A
  College Station, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-05-17

Other Names

• Liza Smith
• Eliza Katherine Smith