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Edgar Eduardo Zuleta Pantoja

Charles Schwab & Co., Inc.

Lone Tree, CO

Decatur, TX

CRD 6780858

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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 2018-10-05
  • TX RA
    APPROVED
    Since 2018-10-05

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Decatur, TX • 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
Charles Schwab & Co., Inc. Decatur TX 04/2017 Present
Unemployed Wichita Falls TX 12/2016 02/2017
Midwestern State University Wichita Falls TX 01/2013 01/2017
Midwestern State University Wichita Falls TX 08/2012 12/2016
  • 04/2017 → Present
    Charles Schwab & Co., Inc.
    Decatur, TX
  • 12/2016 → 02/2017
    Unemployed
    Wichita Falls, TX
  • 01/2013 → 01/2017
    Midwestern State University
    Wichita Falls, TX
  • 08/2012 → 12/2016
    Midwestern State University
    Wichita Falls, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-05
S63 Uniform Securities Agent State Law Examination 2017-07-31
  • S66 Uniform Combined State Law Examination
    2018-10-05
  • S63 Uniform Securities Agent State Law Examination
    2017-07-31
Other Names
  • Edgar Zuleta

View on SEC IAPD

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