Nathan Rogers

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-04

TX RA
APPROVED

Since 2025-11-04

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

Organization	City	State	From	To
Full-Time Education	Carrollton	GA	08/2016	05/2017
Unemployed	Warner Robins	GA	05/2017	08/2017
Full-Time Education	Knoxville	TN	08/2017	05/2020
Magnolia Park Cemetery	Warner Robins	GA	06/2018	08/2018
Provision Health & Fitness	Knoxville	TN	03/2019	08/2020
Unemployed	Warner Robins	GA	08/2020	10/2020
Life Time Fitness	Garland	TX	10/2020	02/2021
Unemployed	Dallas	TX	02/2021	04/2021
Fresh Door Properties	Trophy Club	TX	04/2021	03/2023
Charles Schwab & Co., Inc.	Westlake	TX	03/2023	Present

08/2016 → 05/2017

Full-Time Education

Carrollton, GA
05/2017 → 08/2017

Unemployed

Warner Robins, GA
08/2017 → 05/2020

Full-Time Education

Knoxville, TN
06/2018 → 08/2018

Magnolia Park Cemetery

Warner Robins, GA
03/2019 → 08/2020

Provision Health & Fitness

Knoxville, TN
08/2020 → 10/2020

Unemployed

Warner Robins, GA
10/2020 → 02/2021

Life Time Fitness

Garland, TX
02/2021 → 04/2021

Unemployed

Dallas, TX
04/2021 → 03/2023

Fresh Door Properties

Trophy Club, TX
03/2023 → Present

Charles Schwab & Co., Inc.

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-04
S63	Uniform Securities Agent State Law Examination	2023-10-24

S66 Uniform Combined State Law Examination

2025-11-04
S63 Uniform Securities Agent State Law Examination

2023-10-24

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

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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