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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 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-16

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
Chick-Fil-A Lake Worth TX 11/2019 08/2020
Panera Bread Lake Worth TX 08/2019 11/2019
Target Lake Worth TX 04/2021 11/2023
Full Time Education Lake Worth TX 10/2014 04/2019
Full Time Education Wichita Falls TX 08/2020 04/2021
Texas Roadhouse Lake Worth TX 11/2023 05/2024
Unemployed Fort Worth TX 05/2024 09/2024
Panera Bread Lake Worth TX 08/2019 11/2019
Target Lake Worth TX 04/2021 10/2023
Texas Roadhouse Fort Worth TX 10/2023 04/2024
Chick-Fil-A White Settlement TX 04/2019 08/2019
Charles Schwab & Co., Inc. Westlake TX 06/2023 08/2023
Charles Schwab & Co., Inc. Westlake TX 10/2024 Present
Charles Schwab Bank, Ssb Westlake TX 06/2025 Present
  • 11/2019 → 08/2020
    Chick-Fil-A
    Lake Worth, TX
  • 08/2019 → 11/2019
    Panera Bread
    Lake Worth, TX
  • 04/2021 → 11/2023
    Target
    Lake Worth, TX
  • 10/2014 → 04/2019
    Full Time Education
    Lake Worth, TX
  • 08/2020 → 04/2021
    Full Time Education
    Wichita Falls, TX
  • 11/2023 → 05/2024
    Texas Roadhouse
    Lake Worth, TX
  • 05/2024 → 09/2024
    Unemployed
    Fort Worth, TX
  • 08/2019 → 11/2019
    Panera Bread
    Lake Worth, TX
  • 04/2021 → 10/2023
    Target
    Lake Worth, TX
  • 10/2023 → 04/2024
    Texas Roadhouse
    Fort Worth, TX
  • 04/2019 → 08/2019
    Chick-Fil-A
    White Settlement, TX
  • 06/2023 → 08/2023
    Westlake, TX
  • 10/2024 → Present
    Westlake, TX
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-16
  • S66 Uniform Combined State Law Examination
    2025-01-16
Other Names
  • Abby Serna

View on SEC IAPD

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