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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 2026-07-21
  • TX RA
    APPROVED
    Since 2026-07-21

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
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 09/2023 02/2024
Tiaa Lewisville TX 09/2023 02/2024
Finance Of America Reverse Tulsa OK 11/2021 11/2022
Guild Mortgage San Diego CA 11/2020 11/2021
Mr Cooper Irving TX 02/2020 10/2020
Metasource Southlake TX 09/2019 11/2019
Pacific Union Financial Irving TX 08/2017 02/2019
First Funding / Savoy Consulting Services, Inc. Dallas TX 09/2016 02/2017
Unemployed Dallas TX 12/2022 09/2023
Unemployed Dallas TX 03/2019 08/2019
Randstad Dallas TX 05/2016 12/2016
Mr Cooper Irving TX 10/2019 12/2019
Unemployed Dallas TX 02/2017 08/2017
Unemployed Dallas TX 12/2019 02/2020
Fidelity Investments Westlake TX 06/2024 02/2025
Lee Hollis Garland TX 02/2024 Present
Charles Schwab Bank, Ssb Westlake TX 06/2025 Present
Charles Schwab & Co., Inc. Westlake TX 06/2025 Present
  • 09/2023 → 02/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Lewisville, TX
  • 09/2023 → 02/2024
    Tiaa
    Lewisville, TX
  • 11/2021 → 11/2022
    Finance Of America Reverse
    Tulsa, OK
  • 11/2020 → 11/2021
    Guild Mortgage
    San Diego, CA
  • 02/2020 → 10/2020
    Mr Cooper
    Irving, TX
  • 09/2019 → 11/2019
    Metasource
    Southlake, TX
  • 08/2017 → 02/2019
    Pacific Union Financial
    Irving, TX
  • 09/2016 → 02/2017
    First Funding / Savoy Consulting Services, Inc.
    Dallas, TX
  • 12/2022 → 09/2023
    Unemployed
    Dallas, TX
  • 03/2019 → 08/2019
    Unemployed
    Dallas, TX
  • 05/2016 → 12/2016
    Randstad
    Dallas, TX
  • 10/2019 → 12/2019
    Mr Cooper
    Irving, TX
  • 02/2017 → 08/2017
    Unemployed
    Dallas, TX
  • 12/2019 → 02/2020
    Unemployed
    Dallas, TX
  • 06/2024 → 02/2025
    Fidelity Investments
    Westlake, TX
  • 02/2024 → Present
    Lee Hollis
    Garland, TX
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 06/2025 → Present
    Westlake, TX
Previous Registrations
  • 2025-06-13 → 2026-06-16
    Westlake, TX
  • 2024-09-16 → 2025-02-06
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Dallas, TX
Other Businesses

1) Demaya Womack Caregiver | Investment Related:No|1137 Rock Creek Dr|Healthcare Services|Caregiver|2024-01-10|Less than 20|0|Custodial caregiver for patient with dementia

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
S63 Uniform Securities Agent State Law Examination 2023-11-15
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08
  • S63 Uniform Securities Agent State Law Examination
    2023-11-15
Other Names
  • Maya Womack
  • Demaya N Womack
  • Demaya Nakena Womack
  • Demaya Womack

View on SEC IAPD

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