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Paul Aaron Hernandez

Charles Schwab & Co., Inc.

New York City, NY

Southlake, TX

CRD 7744987

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-14
  • TX RA
    APPROVED
    Since 2025-04-14

Branch Locations

1133 Avenue Of The Americas, New York City, NY 10036-6717 • United States

3000 Schwab Lane, Southlake, TX 76092 • 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
Whataburger San Antonio TX 09/2019 11/2019
H-E-B Grocery Company San Antonio TX 11/2019 05/2023
Charles Schwab Westlake TX 06/2023 08/2023
Charles Schwab Southlake TX 01/2024 Present
Full Time Education College Station TX 08/2020 12/2023
Full Time Education San Antonio TX 08/2007 05/2020
  • 09/2019 → 11/2019
    Whataburger
    San Antonio, TX
  • 11/2019 → 05/2023
    H-E-B Grocery Company
    San Antonio, TX
  • 06/2023 → 08/2023
    Charles Schwab
    Westlake, TX
  • 01/2024 → Present
    Charles Schwab
    Southlake, TX
  • 08/2020 → 12/2023
    Full Time Education
    College Station, TX
  • 08/2007 → 05/2020
    Full Time Education
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-12
  • S66 Uniform Combined State Law Examination
    2025-04-12

View on SEC IAPD

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