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Zadie Ramirez

Charles Schwab & Co., Inc.

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 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-22

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
Full-Time Education North Richland Hills TX 04/2013 12/2021
Chick-Fil-A North Richland Hills TX 12/2019 06/2021
Simplified Title Company Hurst TX 06/2021 07/2022
Full-Time Education North Richland Hills TX 01/2022 Present
Simplified Title Company Hurst TX 07/2022 01/2023
Casa De Clase North Richland Hills TX 11/2022 02/2023
Charles Schwab & Co., Inc. Westlake TX 03/2023 Present
Charles Schwab Bank, Ssb Westlake TX 08/2025 Present
  • 04/2013 → 12/2021
    Full-Time Education
    North Richland Hills, TX
  • 12/2019 → 06/2021
    Chick-Fil-A
    North Richland Hills, TX
  • 06/2021 → 07/2022
    Simplified Title Company
    Hurst, TX
  • 01/2022 → Present
    Full-Time Education
    North Richland Hills, TX
  • 07/2022 → 01/2023
    Simplified Title Company
    Hurst, TX
  • 11/2022 → 02/2023
    Casa De Clase
    North Richland Hills, TX
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Other Businesses

1) Zadie Ramirez | Investment Related:No|913 S Sargent|Fort Worth|Texas|71603|United States|Real Estate (Non-Agent/Broker)|Landlord|11/1/2025|Less than 20|0|The home will be rented to a tenant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
S63 Uniform Securities Agent State Law Examination 2023-09-01
  • S66 Uniform Combined State Law Examination
    2025-09-22
  • S63 Uniform Securities Agent State Law Examination
    2023-09-01

View on SEC IAPD

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MICHAEL D FRANTZ
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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

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