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Andrew Thomas Morris

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 2026-04-14
  • TX RA
    APPROVED
    Since 2026-04-14

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
Target Denton TX 02/2022 07/2022
Camp On The Lake Lewisville TX 05/2021 08/2021
Charles Schwab Co., Inc. Westlake TX 02/2023 Present
Full-Time Education Denton TX 07/2022 09/2022
Full-Time Education Denton TX 08/2021 02/2022
Full-Time Education Denton TX 08/2020 04/2021
Great Wolf Lodge Grapevine TX 01/2019 08/2020
Full-Time Education Denton TX 11/2017 01/2019
Inwood Soccer Center Addison TX 05/2017 11/2017
Main Event Entertainment Lewisville TX 08/2016 05/2017
Modis Westlake TX 09/2022 02/2023
  • 02/2022 → 07/2022
    Target
    Denton, TX
  • 05/2021 → 08/2021
    Camp On The Lake
    Lewisville, TX
  • 02/2023 → Present
    Charles Schwab Co., Inc.
    Westlake, TX
  • 07/2022 → 09/2022
    Full-Time Education
    Denton, TX
  • 08/2021 → 02/2022
    Full-Time Education
    Denton, TX
  • 08/2020 → 04/2021
    Full-Time Education
    Denton, TX
  • 01/2019 → 08/2020
    Great Wolf Lodge
    Grapevine, TX
  • 11/2017 → 01/2019
    Full-Time Education
    Denton, TX
  • 05/2017 → 11/2017
    Inwood Soccer Center
    Addison, TX
  • 08/2016 → 05/2017
    Main Event Entertainment
    Lewisville, TX
  • 09/2022 → 02/2023
    Modis
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-14
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2026-04-14
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05

View on SEC IAPD

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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

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