Best Investors Account Sign in

Joshua Chubb

Charles Schwab & Co., Inc.

Westlake, TX

North Augusta, SC

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-06-03
  • SC RA
    APPROVED
    Since 2024-06-03

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

North Augusta, SC • 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
Wells Fargo Clearing Services, Llc. Martinez GA 02/2018 12/2022
Wells Fargo Bank Na Martinez GA 10/2016 12/2022
The Home Depot Augusta GA 03/2017 03/2020
Dominos Augusta GA 11/2016 03/2017
Chase Bank Columbus OH 11/2011 09/2016
Charles Schwab & Co., Inc. North Augusta SC 12/2022 Present
  • 02/2018 → 12/2022
    Wells Fargo Clearing Services, Llc.
    Martinez, GA
  • 10/2016 → 12/2022
    Wells Fargo Bank Na
    Martinez, GA
  • 03/2017 → 03/2020
    The Home Depot
    Augusta, GA
  • 11/2016 → 03/2017
    Dominos
    Augusta, GA
  • 11/2011 → 09/2016
    Chase Bank
    Columbus, OH
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    North Augusta, SC
Previous Registrations
Other Businesses

1) Joshua Chubb Photography|Investment Related:No|Freelance Photography|Owner|2016-06-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Freelance photographer for weddings and other events 2) Chubb Imagery LLC|Investment Related:No|Portrait Photography|Owner|2022-04-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Portrait, Studio, and Event photography services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
S63 Uniform Securities Agent State Law Examination 2018-07-13
  • S66 Uniform Combined State Law Examination
    2022-04-11
  • S63 Uniform Securities Agent State Law Examination
    2018-07-13
Other Names
  • Joshua Chubb
  • Joshua James Douglas Chubb

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

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

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor