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Alex Lipnicky

Charles Schwab & Co., Inc.

Austin, TX

CRD 7529845

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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 2025-10-17
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Steak N Shake Grapevine TX 08/2015 12/2016
Lazy Dog Euless TX 12/2016 12/2019
Bj's Denton TX 12/2019 03/2020
Unemployed Denton TX 03/2020 05/2020
Chili's Denton TX 05/2020 12/2021
Pharos Capital Group Dallas TX 12/2021 03/2022
Pacific Investment Management Company Llc Austin TX 03/2022 09/2025
Pimco Investments Llc Austin TX 08/2022 09/2025
Unemployed Colleyville TX 08/2013 05/2017
Charles Schwab Austin TX 09/2025 Present
Charles Schwab Bank Austin TX 09/2025 Present
  • 08/2015 → 12/2016
    Steak N Shake
    Grapevine, TX
  • 12/2016 → 12/2019
    Lazy Dog
    Euless, TX
  • 12/2019 → 03/2020
    Bj's
    Denton, TX
  • 03/2020 → 05/2020
    Unemployed
    Denton, TX
  • 05/2020 → 12/2021
    Chili's
    Denton, TX
  • 12/2021 → 03/2022
    Pharos Capital Group
    Dallas, TX
  • 03/2022 → 09/2025
    Pacific Investment Management Company Llc
    Austin, TX
  • 08/2022 → 09/2025
    Pimco Investments Llc
    Austin, TX
  • 08/2013 → 05/2017
    Unemployed
    Colleyville, TX
  • 09/2025 → Present
    Charles Schwab
    Austin, TX
  • 09/2025 → Present
    Charles Schwab Bank
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
S63 Uniform Securities Agent State Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16
  • S63 Uniform Securities Agent State Law Examination
    2022-11-21
Other Names
  • Alex Joseph Lipnicky

View on SEC IAPD

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