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Josh Palaszewski

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 2025-04-05
  • TX RA
    APPROVED
    Since 2025-04-05

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
Bank Of America Houston TX 06/2014 08/2016
Jpmorgan Chase Bank Houston TX 08/2016 07/2019
Jpmorgan Securities Llc Houston TX 08/2016 07/2019
Red Lobster Orlando FL 02/2017 05/2017
Cycle Coffee & Craft, Llc. Houston TX 06/2019 06/2021
Fisher Investments Plano TX 11/2019 11/2021
Unemployed Houston TX 07/2019 09/2019
Envoy Mortgage Houston TX 09/2019 11/2019
The Vanguard Group, Inc. South Lake TX 12/2021 03/2022
Goldman Sachs & Co. Llc Dallas TX 03/2022 03/2025
Charles Schwab & Co., Inc. The Woodlands TX 03/2025 Present
Charles Schwab Bank The Woodlands TX 03/2025 Present
  • 06/2014 → 08/2016
    Bank Of America
    Houston, TX
  • 08/2016 → 07/2019
    Jpmorgan Chase Bank
    Houston, TX
  • 08/2016 → 07/2019
    Jpmorgan Securities Llc
    Houston, TX
  • 02/2017 → 05/2017
    Red Lobster
    Orlando, FL
  • 06/2019 → 06/2021
    Cycle Coffee & Craft, Llc.
    Houston, TX
  • 11/2019 → 11/2021
    Fisher Investments
    Plano, TX
  • 07/2019 → 09/2019
    Unemployed
    Houston, TX
  • 09/2019 → 11/2019
    Envoy Mortgage
    Houston, TX
  • 12/2021 → 03/2022
    The Vanguard Group, Inc.
    South Lake, TX
  • 03/2022 → 03/2025
    Goldman Sachs & Co. Llc
    Dallas, TX
  • 03/2025 → Present
    Charles Schwab & Co., Inc.
    The Woodlands, TX
  • 03/2025 → Present
    Charles Schwab Bank
    The Woodlands, TX
Previous Registrations
Other Businesses

1) Interstate RV Detailers | Investment Related:No|Other|Owner|2/15/2026|Less than 20|0|Owner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-09
S65 Uniform Investment Adviser Law Examination 2020-02-10
  • S63 Uniform Securities Agent State Law Examination
    2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2020-02-10
Other Names
  • Josh Palaszewski
  • Josh Andrew Palaszewski

View on SEC IAPD

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Other Investors

DANIEL CORAL GOODWIN
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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