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Kylie Diane Quintero

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 2024-05-03
  • TX RA
    APPROVED
    Since 2024-05-03

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 02/2023 Present
Adam Clements Safaris Boerne TX 02/2020 02/2023
Ramirez Capital San Antonio TX 01/2019 02/2020
University Of The Incarnate Word Residence Life San Antonio TX 08/2016 12/2018
Charles Schwab Bank, Ssb Westlake TX 02/2023 Present
Opera San Antonio San Antonio TX 01/2018 08/2018
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2020 → 02/2023
    Adam Clements Safaris
    Boerne, TX
  • 01/2019 → 02/2020
    Ramirez Capital
    San Antonio, TX
  • 08/2016 → 12/2018
    University Of The Incarnate Word Residence Life
    San Antonio, TX
  • 02/2023 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 01/2018 → 08/2018
    Opera San Antonio
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
  • S66 Uniform Combined State Law Examination
    2024-05-03
Other Names
  • Kylie Quintero

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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