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Pedro Campos Mejorado

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 6864902

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

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
Td Ameritrade Fort Worth TX 10/2017 11/2018
Unemployed New Caney TX 08/2017 09/2017
Unitedhealth Group Reno NV 04/2016 07/2017
Charles Schwab & Co., Inc. Fort Worth TX 12/2018 12/2019
Jp Morgan Securities, Llc Plano TX 03/2020 08/2021
Jp Morgan Chase Bank, N.A. Plano TX 03/2020 08/2021
Cornerstone Staffing Irving TX 01/2020 03/2020
Charles Schwab & Co., Inc Westlake TX 08/2021 Present
Charles Schwab Bank, Ssb Westlake TX 08/2021 08/2025
Schwab Wealth Advisory, Inc. Westlake TX 08/2025 Present
  • 10/2017 → 11/2018
    Td Ameritrade
    Fort Worth, TX
  • 08/2017 → 09/2017
    Unemployed
    New Caney, TX
  • 04/2016 → 07/2017
    Unitedhealth Group
    Reno, NV
  • 12/2018 → 12/2019
    Fort Worth, TX
  • 03/2020 → 08/2021
    Plano, TX
  • 03/2020 → 08/2021
    Jp Morgan Chase Bank, N.A.
    Plano, TX
  • 01/2020 → 03/2020
    Cornerstone Staffing
    Irving, TX
  • 08/2021 → Present
    Westlake, TX
  • 08/2021 → 08/2025
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 08/2025 → Present
    Westlake, TX
Previous Registrations
Other Businesses

1) Uber | Investment Related:No|9808 Mission Gorge RD Suit B|Santee|CA|92071|USA|Travel/Transportation/Tourism|Delivery Driver|7/12/2021|Varies|0|Deliver Food from restaurants to customers and provide rides to customers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-27
S63 Uniform Securities Agent State Law Examination 2017-11-28
  • S66 Uniform Combined State Law Examination
    2019-04-27
  • S63 Uniform Securities Agent State Law Examination
    2017-11-28
Designations
  • Certified Financial Planner
Other Names
  • Pedro Campos
  • Pedro Campos Mejorado
  • Pedro Mejorado
  • Pedro M Campos

View on SEC IAPD

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