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Marcus Dewayne Gilbert

Charles Schwab & Co., Inc.

The Woodlands, 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 2026-07-27
  • TX RA
    APPROVED
    Since 2026-07-27

Branch Locations

1599 Lake Robbins Drive Suite B-150, The Woodlands, TX 77380 • 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
Hms Host Houston TX 06/2015 02/2017
Marketsource Houston TX 08/2017 03/2019
Invesco Houston TX 03/2019 02/2022
Unemployed Houston TX 02/2017 08/2017
Valic Financial Advisors, Inc. Houston TX 02/2022 07/2022
Ubs Financial Services Inc. Houston TX 07/2022 03/2024
Wells Fargo Clearing Services, Llc Magnolia TX 03/2024 06/2026
Wells Fargo Bank, Na Magnolia TX 03/2024 06/2026
Charles Schwab Bank The Woodlands TX 06/2026 Present
Charles Schwab & Co., Inc. The Woodlands TX 06/2026 Present
  • 06/2015 → 02/2017
    Hms Host
    Houston, TX
  • 08/2017 → 03/2019
    Marketsource
    Houston, TX
  • 03/2019 → 02/2022
    Invesco
    Houston, TX
  • 02/2017 → 08/2017
    Unemployed
    Houston, TX
  • 02/2022 → 07/2022
    Valic Financial Advisors, Inc.
    Houston, TX
  • 07/2022 → 03/2024
    Ubs Financial Services Inc.
    Houston, TX
  • 03/2024 → 06/2026
    Wells Fargo Clearing Services, Llc
    Magnolia, TX
  • 03/2024 → 06/2026
    Wells Fargo Bank, Na
    Magnolia, TX
  • 06/2026 → Present
    Charles Schwab Bank
    The Woodlands, TX
  • 06/2026 → Present
    Charles Schwab & Co., Inc.
    The Woodlands, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28
Other Names
  • Marcus Dewayne Gilbert
  • Marcus Gilbert

View on SEC IAPD

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Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

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