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Trevor Ray Williams

Charles Schwab & Co., Inc.

Newport Beach, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-02
  • CA RA
    APPROVED
    Since 2024-01-02

Branch Locations

16 Corporate Plaza Dr, Newport Beach, CA 92660 • 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
The Judge Group Austin TX 09/2022 02/2023
Zeta Tau Alpha Austin TX 10/2021 05/2023
Captain Murphys South Padre Island TX 04/2020 06/2020
Mcallen Country Club Mcallen TX 05/2017 08/2019
South Padre Island Fire Depart South Padre Island TX 05/2020 09/2023
Full Time Education Mcallen TX 09/2013 05/2017
Full Time Education Austin TX 08/2019 04/2020
Charles Schwab & Co., Inc. Newport Beach CA 09/2023 Present
Charles Schwab Bank, Ssb Newport Beach CA 06/2024 Present
  • 09/2022 → 02/2023
    The Judge Group
    Austin, TX
  • 10/2021 → 05/2023
    Zeta Tau Alpha
    Austin, TX
  • 04/2020 → 06/2020
    Captain Murphys
    South Padre Island, TX
  • 05/2017 → 08/2019
    Mcallen Country Club
    Mcallen, TX
  • 05/2020 → 09/2023
    South Padre Island Fire Depart
    South Padre Island, TX
  • 09/2013 → 05/2017
    Full Time Education
    Mcallen, TX
  • 08/2019 → 04/2020
    Full Time Education
    Austin, TX
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Newport Beach, CA
  • 06/2024 → Present
    Charles Schwab Bank, Ssb
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-15
  • S66 Uniform Combined State Law Examination
    2023-12-15

View on SEC IAPD

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