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Lucas Craig Mayer

Charles Schwab & Co., Inc.

Dallas, TX

CRD 6810633

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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 2025-03-12
GA RA APPROVED 2019-01-02
  • TX RA
    APPROVED
    Since 2025-03-12
  • GA RA
    APPROVED
    Since 2019-01-02

Branch Locations

8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • 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. Dallas TX 06/2017 Present
Hopping Green & Sams Attorneys/Counselors Tallahassee FL 01/2015 05/2017
Florida State University Tallahassee FL 01/2014 05/2017
Charles Schwab Bank Dallas TX 10/2018 Present
  • 06/2017 → Present
    Charles Schwab & Co., Inc.
    Dallas, TX
  • 01/2015 → 05/2017
    Hopping Green & Sams Attorneys/Counselors
    Tallahassee, FL
  • 01/2014 → 05/2017
    Florida State University
    Tallahassee, FL
  • 10/2018 → Present
    Charles Schwab Bank
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-04
  • S66 Uniform Combined State Law Examination
    2017-12-04
Designations
  • Certified Financial Planner
Other Names
  • Luke Mayer

View on SEC IAPD

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