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Alexis Taulbee

Charles Schwab & Co., Inc.

Missoula, MT

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-04-16
  • MT RA
    APPROVED
    Since 2025-04-16

Branch Locations

741 S Higgins Ave. Suite B, Missoula, MT 59801 • 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
A & C Herron Missoula MT 03/2023 Present
Cennox Missoula MT 09/2020 03/2023
Blacksmith Brewery Stevensville MT 10/2021 03/2023
First Security Bank Missoula MT 09/2019 08/2020
2Barkingsisters Missoula MT 03/2019 08/2019
Jakers Missoula MT 03/2018 05/2018
Lakeside Motel & Resort Trout Creek MT 06/2017 08/2017
Full Time Education Florence MT 09/2014 06/2017
Full Time Education Dillon MT 08/2017 12/2017
Full Time Education Missoula MT 08/2018 12/2018
Unemployed Missoula MT 12/2017 03/2018
Unemployed Missoula MT 12/2018 03/2019
Charles Schwab & Co, Inc Missoula MT 04/2023 Present
  • 03/2023 → Present
    A & C Herron
    Missoula, MT
  • 09/2020 → 03/2023
    Cennox
    Missoula, MT
  • 10/2021 → 03/2023
    Blacksmith Brewery
    Stevensville, MT
  • 09/2019 → 08/2020
    First Security Bank
    Missoula, MT
  • 03/2019 → 08/2019
    2Barkingsisters
    Missoula, MT
  • 03/2018 → 05/2018
    Jakers
    Missoula, MT
  • 06/2017 → 08/2017
    Lakeside Motel & Resort
    Trout Creek, MT
  • 09/2014 → 06/2017
    Full Time Education
    Florence, MT
  • 08/2017 → 12/2017
    Full Time Education
    Dillon, MT
  • 08/2018 → 12/2018
    Full Time Education
    Missoula, MT
  • 12/2017 → 03/2018
    Unemployed
    Missoula, MT
  • 12/2018 → 03/2019
    Unemployed
    Missoula, MT
  • 04/2023 → Present
    Charles Schwab & Co, Inc
    Missoula, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-09
  • S66 Uniform Combined State Law Examination
    2025-04-09

View on SEC IAPD

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EDWARD JONES · Missoula, MT
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BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

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