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Madison Kate Opitz

Charles Schwab & Co., Inc.

Plano, 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 2023-09-19
  • TX RA
    APPROVED
    Since 2023-09-19

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • 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 Canton TX 01/2013 02/2017
Brookshire Grocery Company Tyler TX 02/2017 05/2018
Full-Time Education Canton TX 06/2018 07/2018
Brookshire Grocery Company Tyler TX 07/2018 10/2018
Full-Time Education Canton TX 10/2018 01/2019
Southern Fried Restaurant Mineola TX 01/2019 05/2019
Brookshire Grocery Company Tyler TX 12/2020 04/2021
Trane Technologies Tyler TX 04/2022 06/2023
The Grove Kitchen & Gardens Tyler TX 05/2021 03/2023
Charles Schwab & Co., Inc. Plano TX 06/2023 Present
Full-Time Education Canton TX 05/2019 12/2020
Target Corporation Tyler TX 04/2021 05/2021
Charles Schwab Bank, Ssb Plano TX 03/2024 Present
  • 01/2013 → 02/2017
    Full-Time Education
    Canton, TX
  • 02/2017 → 05/2018
    Brookshire Grocery Company
    Tyler, TX
  • 06/2018 → 07/2018
    Full-Time Education
    Canton, TX
  • 07/2018 → 10/2018
    Brookshire Grocery Company
    Tyler, TX
  • 10/2018 → 01/2019
    Full-Time Education
    Canton, TX
  • 01/2019 → 05/2019
    Southern Fried Restaurant
    Mineola, TX
  • 12/2020 → 04/2021
    Brookshire Grocery Company
    Tyler, TX
  • 04/2022 → 06/2023
    Trane Technologies
    Tyler, TX
  • 05/2021 → 03/2023
    The Grove Kitchen & Gardens
    Tyler, TX
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 05/2019 → 12/2020
    Full-Time Education
    Canton, TX
  • 04/2021 → 05/2021
    Target Corporation
    Tyler, TX
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15
Other Names
  • Madison Opitz

View on SEC IAPD

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