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Gameel Tannous

Charles Schwab & Co., Inc.

Orlando, FL

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 2020-05-23
  • TX RA
    APPROVED
    Since 2020-05-23

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States

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
Usaa Financial Advisors Inc Addison TX 05/2011 05/2020
Usaa Financial Planning Services Addison TX 05/2011 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Westlake TX 05/2020 Present
Charles Schwab Bank, Ssb Westlake TX 05/2020 Present
  • 05/2011 → 05/2020
    Usaa Financial Advisors Inc
    Addison, TX
  • 05/2011 → 05/2020
    Usaa Financial Planning Services
    Addison, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-06
  • S66 Uniform Combined State Law Examination
    2009-11-06
Designations
Other Names
  • Jim Tannous
  • Jim Tannous
  • Jim Tannous
  • Jim Tannous
  • Jim Tannous
  • Jim Tannous
  • Jim Tannous
  • Jim Tannous

View on SEC IAPD

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