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Kelsey Shannon Bunner

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 2023-02-27
  • TX RA
    APPROVED
    Since 2023-02-27

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
Full-Time Education Southlake TX 09/2012 08/2018
University Of Texas At Austin Austin TX 08/2018 05/2022
Nordstrom Southlake TX 05/2019 08/2020
Anthropologie Austin TX 09/2021 10/2021
City Of Southlake Southlake TX 05/2019 08/2020
Unemployed Southlake TX 06/2022 09/2022
Charles Schwab & Co., Inc. Westlake TX 09/2022 Present
Charles Schwab Bank Ssb Westlake TX 07/2023 Present
  • 09/2012 → 08/2018
    Full-Time Education
    Southlake, TX
  • 08/2018 → 05/2022
    University Of Texas At Austin
    Austin, TX
  • 05/2019 → 08/2020
    Nordstrom
    Southlake, TX
  • 09/2021 → 10/2021
    Anthropologie
    Austin, TX
  • 05/2019 → 08/2020
    City Of Southlake
    Southlake, TX
  • 06/2022 → 09/2022
    Unemployed
    Southlake, TX
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2023 → Present
    Charles Schwab Bank Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2023-02-13
Other Names
  • Kelsey Bunner

View on SEC IAPD

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MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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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