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Julio Cesar Naveda Rivas

Charles Schwab & Co., Inc.

Austin, TX

CRD 7565094

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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 2024-03-25
  • TX RA
    APPROVED
    Since 2024-03-25

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
Charles Schwab & Co., Inc. Austin TX 06/2022 Present
Media Star Promotions Austin TX 03/2021 05/2022
Vergara Investor Corporation Grapevine TX 12/2019 05/2022
Gluck Brands Sugar Land TX 08/2016 10/2017
Coca-Cola Southwest Beverages Houston TX 12/2017 10/2018
Intelligent Mexican Marketing Houston TX 10/2017 12/2017
Talent Tree Llc The Colony TX 07/2019 05/2022
United Parcel Services Round Rock TX 10/2020 01/2021
N/A Katy TX 10/2018 07/2019
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 03/2021 → 05/2022
    Media Star Promotions
    Austin, TX
  • 12/2019 → 05/2022
    Vergara Investor Corporation
    Grapevine, TX
  • 08/2016 → 10/2017
    Gluck Brands
    Sugar Land, TX
  • 12/2017 → 10/2018
    Coca-Cola Southwest Beverages
    Houston, TX
  • 10/2017 → 12/2017
    Intelligent Mexican Marketing
    Houston, TX
  • 07/2019 → 05/2022
    Talent Tree Llc
    The Colony, TX
  • 10/2020 → 01/2021
    United Parcel Services
    Round Rock, TX
  • 10/2018 → 07/2019
    N/A
    Katy, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-23
  • S66 Uniform Combined State Law Examination
    2024-03-23
Other Names
  • Julio Naveda
  • Julio Cesar Navedarivas

View on SEC IAPD

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