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Eduardo Rosas

Charles Schwab & Co., Inc.

Westlake, TX

CRD 7359330

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24

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
Td Ameritrade South Lake TX 04/2021 12/2022
Fastenal Denton TX 08/2017 04/2021
Domino's Pizza Irving TX 07/2013 07/2017
Charles Schwab And Co., Inc. Westlake TX 12/2022 Present
  • 04/2021 → 12/2022
    Td Ameritrade
    South Lake, TX
  • 08/2017 → 04/2021
    Fastenal
    Denton, TX
  • 07/2013 → 07/2017
    Domino's Pizza
    Irving, TX
  • 12/2022 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2021-07-27
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2021-07-27
Other Names
  • Eduardo Rosas Martinez

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES

Nearby Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD

Nearby Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

More in Westlake, TX

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