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Trevor Blain Johnson

Schwab Wealth Advisory, Inc.

San Francisco, CA

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 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

Branch Locations

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

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, Inc Westlake TX 04/2017 05/2024
Full Time Student Denton TX 03/2016 04/2017
Charles Schwab & Co., Inc. Westlake TX 01/2022 Present
Td Ameritrade Investment Management, Llc Westlake TX 10/2017 09/2023
Charles Schwab Bank, Ssb Westlake TX 07/2022 08/2025
Schwab Wealth Advisory, Inc. Westlake TX 08/2025 Present
  • 04/2017 → 05/2024
    Td Ameritrade, Inc
    Westlake, TX
  • 03/2016 → 04/2017
    Full Time Student
    Denton, TX
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 10/2017 → 09/2023
    Td Ameritrade Investment Management, Llc
    Westlake, TX
  • 07/2022 → 08/2025
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 08/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Previous Registrations
  • 2017-10-04 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Westlake, TX
  • 2017-10-04 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
Other Businesses

Rental Property |Investment Related:No|Locke Dr;Denton;TX;76207;USA|Real Estate (Non-Agent/Broker)|Landlord|2025-12-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Landlord of a Rental Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-03
S63 Uniform Securities Agent State Law Examination 2017-05-22
  • S66 Uniform Combined State Law Examination
    2017-10-03
  • S63 Uniform Securities Agent State Law Examination
    2017-05-22
Designations
Other Names
  • Trevor Johnson

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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