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Benjamin Bolivar Willis

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 2024-01-31
  • TX RA
    APPROVED
    Since 2024-01-31

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 05/2022 Present
Wealth Star Advisors Plano TX 06/2021 07/2021
Bearfoot Companies Llc Wylie TX 06/2019 12/2020
Texas Technical University Lubbock TX 08/2018 05/2022
Gap Inc. Frisco TX 05/2018 08/2019
Muy Hamburger Partners, Llc Allen TX 06/2016 05/2018
Uber Eats Plano TX 11/2021 01/2022
Student Frisco TX 08/2012 05/2018
Charles Schwab Bank, Ssb Westlake TX 05/2024 Present
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2021 → 07/2021
    Wealth Star Advisors
    Plano, TX
  • 06/2019 → 12/2020
    Bearfoot Companies Llc
    Wylie, TX
  • 08/2018 → 05/2022
    Texas Technical University
    Lubbock, TX
  • 05/2018 → 08/2019
    Gap Inc.
    Frisco, TX
  • 06/2016 → 05/2018
    Muy Hamburger Partners, Llc
    Allen, TX
  • 11/2021 → 01/2022
    Uber Eats
    Plano, TX
  • 08/2012 → 05/2018
    Student
    Frisco, TX
  • 05/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-30
S63 Uniform Securities Agent State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2024-01-30
  • S63 Uniform Securities Agent State Law Examination
    2022-09-19

View on SEC IAPD

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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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