Best Investors Account Sign in

Trevor Alan Mcgee

Charles Schwab & Co., Inc.

Sugar Land, TX

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

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-21
  • TX RA
    APPROVED
    Since 2022-11-21

Branch Locations

1865 Highway 6 Suite 110, Sugar Land, TX 77478-5096 • 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. Houston TX 04/2018 Present
Greenyard Inc Missouri City TX 03/2018 04/2018
Unemployed Sugar Land TX 12/2017 03/2018
Texas A&M University Department Of Recreational Sports College Station TX 03/2016 12/2017
Charles Schwab Bank, Ssb Houston TX 07/2021 Present
  • 04/2018 → Present
    Charles Schwab & Co., Inc.
    Houston, TX
  • 03/2018 → 04/2018
    Greenyard Inc
    Missouri City, TX
  • 12/2017 → 03/2018
    Unemployed
    Sugar Land, TX
  • 03/2016 → 12/2017
    Texas A&M University Department Of Recreational Sports
    College Station, TX
  • 07/2021 → Present
    Charles Schwab Bank, Ssb
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2018-11-30
  • S66 Uniform Combined State Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2018-11-30
Other Names
  • Trevor Mcgee

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE
B.D. STERLING
SWEETWATER FINANCIAL ADVISORS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

BRANDON BAS CURTIS
Cody Alan Guyer
Keith Wayne Patterson
Muna Malik
WESLEY OWEN BALES
JAMES BRYANT HAWRYLUK
DAVID BRYAN TEEL
Mark Anthony Leifrig

Other Offices

LPL FINANCIAL LLC · SUGAR LAND, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Sugar Land, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUGAR LAND, TX
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE · SUGAR LAND, TX
B.D. STERLING · SUGAR LAND, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
SWEETWATER FINANCIAL ADVISORS, LLC · SUGAR LAND, TX

More in Sugar Land, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor