Best Investors Account Sign in
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-01-01

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
Fv Auto Sales Irving TX 03/2015 03/2019
Gamestop Refurb Grapevine TX 06/2017 08/2017
Full-Time Education Arlington TX 03/2019 12/2022
Unemployed Irving TX 12/2022 02/2023
Charles Schwab & Co., Inc. Westlake TX 02/2023 Present
Charles Schwab Bank Westlake TX 01/2026 Present
  • 03/2015 → 03/2019
    Fv Auto Sales
    Irving, TX
  • 06/2017 → 08/2017
    Gamestop Refurb
    Grapevine, TX
  • 03/2019 → 12/2022
    Full-Time Education
    Arlington, TX
  • 12/2022 → 02/2023
    Unemployed
    Irving, TX
  • 02/2023 → Present
    Westlake, TX
  • 01/2026 → Present
    Charles Schwab Bank
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor