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Donald Rivers

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 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-07

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
Orchard Home Loans Austin TX 08/2021 06/2022
Lowes Hope Mills NC 12/2015 05/2018
Creative Stone Fayetteville NC 05/2018 08/2018
Naca Raleigh NC 01/2019 08/2019
Aafmaa Mortgage Services Fayetteville NC 09/2018 05/2020
Caliber Home Loans Coppell TX 06/2020 08/2020
Aafmaa Mortgage Services Addison TX 09/2020 07/2021
Aafmaa Mortgage Services Addison TX 09/2022 05/2023
Charles Schwab & Co., Inc. Westlake TX 05/2023 Present
Charles Schwab Bank, Ssb Westlake TX 06/2025 Present
  • 08/2021 → 06/2022
    Orchard Home Loans
    Austin, TX
  • 12/2015 → 05/2018
    Lowes
    Hope Mills, NC
  • 05/2018 → 08/2018
    Creative Stone
    Fayetteville, NC
  • 01/2019 → 08/2019
    Naca
    Raleigh, NC
  • 09/2018 → 05/2020
    Aafmaa Mortgage Services
    Fayetteville, NC
  • 06/2020 → 08/2020
    Caliber Home Loans
    Coppell, TX
  • 09/2020 → 07/2021
    Aafmaa Mortgage Services
    Addison, TX
  • 09/2022 → 05/2023
    Aafmaa Mortgage Services
    Addison, TX
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
S63 Uniform Securities Agent State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2025-04-07
  • S63 Uniform Securities Agent State Law Examination
    2023-09-18
Other Names
  • Donald Marcel Rivers

View on SEC IAPD

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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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