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Danielle Thomas

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 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-23

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
Bnsf Fort Worth TX 01/2023 03/2023
State Farm Richardson TX 09/2022 11/2022
City Of Fort Worth Police Department Fort Worth TX 11/2017 05/2021
La Fitness Euless TX 05/2016 11/2017
Amazon Haslet TX 06/2017 08/2017
Fidelity Westlake TX 06/2023 01/2024
St. Gregorys University Shawnee OK 01/2015 05/2017
Unemployed Fort Worth TX 05/2021 09/2022
Charles Schwab & Co., Inc. Westlake TX 05/2024 Present
Unemployed Fort Worth TX 01/2024 05/2024
  • 01/2023 → 03/2023
    Bnsf
    Fort Worth, TX
  • 09/2022 → 11/2022
    State Farm
    Richardson, TX
  • 11/2017 → 05/2021
    City Of Fort Worth Police Department
    Fort Worth, TX
  • 05/2016 → 11/2017
    La Fitness
    Euless, TX
  • 06/2017 → 08/2017
    Amazon
    Haslet, TX
  • 06/2023 → 01/2024
    Fidelity
    Westlake, TX
  • 01/2015 → 05/2017
    St. Gregorys University
    Shawnee, OK
  • 05/2021 → 09/2022
    Unemployed
    Fort Worth, TX
  • 05/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2024 → 05/2024
    Unemployed
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
S63 Uniform Securities Agent State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2026-02-23
  • S63 Uniform Securities Agent State Law Examination
    2025-10-20
Other Names
  • Danielle Lauren Thomas
  • Danielle Lauren Butler
  • Danielle Thomas

View on SEC IAPD

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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

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