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James Garrett Moran

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-27
  • TX RA
    APPROVED
    Since 2026-04-27

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
Wing Stop College Station TX 07/2020 12/2020
Nike Scottsdale AZ 12/2020 05/2023
Unemployed Argyle TX 08/2016 01/2018
Jimmy Johns Fort Worth TX 02/2018 08/2018
Unemployed Bryan TX 09/2018 01/2019
Academy Sports And Outdoors College Station TX 02/2019 05/2019
Nike Fort Worth TX 06/2019 08/2019
Academy Sports And Outdoors College Station TX 09/2019 11/2019
Unemployed Bryan TX 12/2019 06/2020
Charles Schwab & Co., Inc. Westlake TX 05/2023 Present
Schwab Wealth Advisory, Inc. Westlake TX 03/2026 Present
  • 07/2020 → 12/2020
    Wing Stop
    College Station, TX
  • 12/2020 → 05/2023
    Nike
    Scottsdale, AZ
  • 08/2016 → 01/2018
    Unemployed
    Argyle, TX
  • 02/2018 → 08/2018
    Jimmy Johns
    Fort Worth, TX
  • 09/2018 → 01/2019
    Unemployed
    Bryan, TX
  • 02/2019 → 05/2019
    Academy Sports And Outdoors
    College Station, TX
  • 06/2019 → 08/2019
    Nike
    Fort Worth, TX
  • 09/2019 → 11/2019
    Academy Sports And Outdoors
    College Station, TX
  • 12/2019 → 06/2020
    Unemployed
    Bryan, TX
  • 05/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2026 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-27
S63 Uniform Securities Agent State Law Examination 2023-10-24
  • S66 Uniform Combined State Law Examination
    2026-04-27
  • S63 Uniform Securities Agent State Law Examination
    2023-10-24
Other Names
  • Garrett Moran

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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