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Alexis Zofia Bonder

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 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

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 08/2024 Present
Fidelity Investments Westlake TX 06/2022 08/2022
Fb Credit Services Columbia MO 01/2021 06/2024
Unemployed Overland Park KS 08/2014 01/2021
Schwab Wealth Advisory Inc Westlake TX 08/2024 Present
  • 08/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2022 → 08/2022
    Fidelity Investments
    Westlake, TX
  • 01/2021 → 06/2024
    Fb Credit Services
    Columbia, MO
  • 08/2014 → 01/2021
    Unemployed
    Overland Park, KS
  • 08/2024 → Present
    Schwab Wealth Advisory Inc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18
Designations

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
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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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