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Edwin Herrera

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 2026-03-16
  • TX RA
    APPROVED
    Since 2026-03-16

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
Nosco Carrollton TX 10/2014 02/2017
Unemployed Little Elm TX 02/2017 04/2017
Lantana Golf Group Lantana TX 04/2017 06/2018
Unemployed Little Elm TX 06/2018 12/2018
Uber Little Elm TX 12/2018 02/2020
Unemployed Little Elm TX 02/2020 06/2020
Nationstar Mortgage Llc Lewisville TX 06/2020 12/2022
Charles Schwab & Co., Inc Westlake TX 03/2023 Present
  • 10/2014 → 02/2017
    Nosco
    Carrollton, TX
  • 02/2017 → 04/2017
    Unemployed
    Little Elm, TX
  • 04/2017 → 06/2018
    Lantana Golf Group
    Lantana, TX
  • 06/2018 → 12/2018
    Unemployed
    Little Elm, TX
  • 12/2018 → 02/2020
    Uber
    Little Elm, TX
  • 02/2020 → 06/2020
    Unemployed
    Little Elm, TX
  • 06/2020 → 12/2022
    Nationstar Mortgage Llc
    Lewisville, TX
  • 03/2023 → Present
    Charles Schwab & Co., Inc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2026-03-16
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28

View on SEC IAPD

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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

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