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Caleb Bruce Trayer

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 2025-08-29
  • TX RA
    APPROVED
    Since 2025-08-29

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
Full-Time Education Longview TX 08/2014 12/2018
Unemployed Keller TX 07/2019 09/2019
Unemployed Rock Hill SC 02/2021 06/2021
Unemployed Haslet TX 06/2023 12/2023
Aflac Dallas TX 12/2018 07/2019
Amazon Coppell TX 09/2019 12/2019
Chick Fil A Presideo Texas Fort Worth TX 12/2019 02/2021
Eggs Up Grill The Chicken Or The Egg Llc. Fort Mill SC 06/2021 06/2023
Charles Schwab & Co., Inc. Westlake TX 12/2023 Present
  • 08/2014 → 12/2018
    Full-Time Education
    Longview, TX
  • 07/2019 → 09/2019
    Unemployed
    Keller, TX
  • 02/2021 → 06/2021
    Unemployed
    Rock Hill, SC
  • 06/2023 → 12/2023
    Unemployed
    Haslet, TX
  • 12/2018 → 07/2019
    Aflac
    Dallas, TX
  • 09/2019 → 12/2019
    Amazon
    Coppell, TX
  • 12/2019 → 02/2021
    Chick Fil A Presideo Texas
    Fort Worth, TX
  • 06/2021 → 06/2023
    Eggs Up Grill The Chicken Or The Egg Llc.
    Fort Mill, SC
  • 12/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-04-10

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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