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Rebecca Theresa Sizelove

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-03-30

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
University Of North Texas Denton TX 08/2014 12/2017
Texas Realty Associates Argyle TX 05/2016 02/2018
Jpmorgan Chase Bank, N.A. Plano TX 02/2021 02/2022
J.P. Morgan Securities Llc Plano TX 02/2021 02/2022
Td Ameritrade Southlake TX 02/2017 01/2021
Charles Schwab & Co., Inc. Westlake TX 02/2022 Present
Charles Schwab Bank, Ssb Westlake TX 02/2022 03/2026
Schwab Wealth Advisory, Inc. Westlake TX 03/2026 Present
  • 08/2014 → 12/2017
    University Of North Texas
    Denton, TX
  • 05/2016 → 02/2018
    Texas Realty Associates
    Argyle, TX
  • 02/2021 → 02/2022
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 02/2021 → 02/2022
    J.P. Morgan Securities Llc
    Plano, TX
  • 02/2017 → 01/2021
    Td Ameritrade
    Southlake, TX
  • 02/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2022 → 03/2026
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 03/2026 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Previous Registrations
  • 2021-02-09 → 2022-02-06
    J.P. Morgan Securities Llc
    San Antonio, TX
    Plano, TX
  • 2018-10-10 → 2021-02-02
    Td Ameritrade, Inc.
    Westlake, TX
  • 2018-10-10 → 2021-02-02
    Td Ameritrade Investment Management, Llc
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-09
S63 Uniform Securities Agent State Law Examination 2018-04-03
  • S66 Uniform Combined State Law Examination
    2018-10-09
  • S63 Uniform Securities Agent State Law Examination
    2018-04-03
Designations
Other Names
  • Rebecca Theresa Nydam
  • Rebecca Sizelove
  • Rebecca Theresa Sizelove

View on SEC IAPD

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Other Investors

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VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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