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Mohammad Hassan Barati

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 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

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
Charles Schwab & Co., Inc. Westlake TX 06/2023 Present
Penmark Transporation Inc. Bensenville IL 01/2021 06/2023
Uber Technology Inc. San Fransico CA 01/2021 03/2021
Kentucky Fried Chicken Hurst TX 10/2016 12/2020
Riscky's Bbq Benbrook TX 01/2015 09/2016
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2021 → 06/2023
    Penmark Transporation Inc.
    Bensenville, IL
  • 01/2021 → 03/2021
    Uber Technology Inc.
    San Fransico, CA
  • 10/2016 → 12/2020
    Kentucky Fried Chicken
    Hurst, TX
  • 01/2015 → 09/2016
    Riscky's Bbq
    Benbrook, TX
Other Businesses

1) Walmart Spark Driving | Investment Related:No|702 S.W. 8th ST|Bentonville|AR|72716|USA|Transport/Storage - Materials|Independent Contractor|1/11/2026|Less than 20|0|Grocery Delivery

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-01
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2026-05-01
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05

View on SEC IAPD

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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

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