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Wendy Lynn Baylis

Charles Schwab & Co., Inc.

Flower Mound, TX

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-19
  • TX RA
    APPROVED
    Since 2019-02-19

Branch Locations

Flower Mound, TX • 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
Charles Schwab & Co., Inc. Southlake TX 01/2018 Present
Elevate Healthcare Consultants Plano TX 06/2017 12/2017
The Delta Companies Farmers Branch TX 10/2011 06/2017
  • 01/2018 → Present
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 06/2017 → 12/2017
    Elevate Healthcare Consultants
    Plano, TX
  • 10/2011 → 06/2017
    The Delta Companies
    Farmers Branch, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
S63 Uniform Securities Agent State Law Examination 2018-07-27
  • S66 Uniform Combined State Law Examination
    2019-02-19
  • S63 Uniform Securities Agent State Law Examination
    2018-07-27
Other Names
  • Wendy Lynn Gonzales
  • Wendy Lynn Flores
  • Wendy Flores

View on SEC IAPD

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