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Barrett Andrew Smith

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 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-16

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
Dallas Texas Consultants Dallas TX 05/2022 08/2022
Unemployed Fort Worth TX 02/2022 05/2022
Tz Insurance Richardson TX 03/2021 02/2022
The Alliance Fort Worth TX 10/2020 05/2022
Allied Universal Dallas TX 12/2018 10/2020
Unemployed Fort Worth TX 11/2017 12/2018
Guitar Center Fort Worth TX 08/2017 11/2017
Full-Time Education Fort Worth TX 04/2015 08/2017
Td Ameritrade Southlake TX 10/2022 05/2024
Charles Schwab & Co., Inc. Westlake TX 05/2024 Present
  • 05/2022 → 08/2022
    Dallas Texas Consultants
    Dallas, TX
  • 02/2022 → 05/2022
    Unemployed
    Fort Worth, TX
  • 03/2021 → 02/2022
    Tz Insurance
    Richardson, TX
  • 10/2020 → 05/2022
    The Alliance
    Fort Worth, TX
  • 12/2018 → 10/2020
    Allied Universal
    Dallas, TX
  • 11/2017 → 12/2018
    Unemployed
    Fort Worth, TX
  • 08/2017 → 11/2017
    Guitar Center
    Fort Worth, TX
  • 04/2015 → 08/2017
    Full-Time Education
    Fort Worth, TX
  • 10/2022 → 05/2024
    Td Ameritrade
    Southlake, TX
  • 05/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-16
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2024-10-16
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

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VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
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

More in Westlake, TX

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