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Todd Ross Edwards

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 2024-08-29
  • TX RA
    APPROVED
    Since 2024-08-29

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
Edward Jones Saint Louis MO 05/2017 07/2024
American National Diversified, Inc. Caddo Mills TX 02/2016 05/2017
Charles Schwab & Co, Inc Westlake TX 08/2024 Present
  • 05/2017 → 07/2024
    Edward Jones
    Saint Louis, MO
  • 02/2016 → 05/2017
    American National Diversified, Inc.
    Caddo Mills, TX
  • 08/2024 → Present
    Charles Schwab & Co, Inc
    Westlake, TX
Previous Registrations
  • 2017-08-30 → 2024-07-23
    Edward Jones
    Plano, TX
    St Louis, MO
    Plano, TX
    Plano, TX
    Mckinney, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-15
  • S66 Uniform Combined State Law Examination
    2017-07-15
Designations

View on SEC IAPD

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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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