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Zachary Enrique Rubio

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 2024-09-23
  • TX RA
    APPROVED
    Since 2024-09-23

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
Full Time Education Frisco TX 01/2014 05/2019
Charles Schwab & Co., Inc. Westlake TX 01/2024 Present
Full Time Education Frisco TX 08/2019 06/2021
Costco Wholesale College Station TX 06/2022 05/2024
The Tribute Golf Links The Colony TX 04/2017 08/2019
Texas A&M Agrilife Caldwell TX 06/2021 06/2022
Charles Schwab Bank Ssb Westlake TX 05/2025 Present
  • 01/2014 → 05/2019
    Full Time Education
    Frisco, TX
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2019 → 06/2021
    Full Time Education
    Frisco, TX
  • 06/2022 → 05/2024
    Costco Wholesale
    College Station, TX
  • 04/2017 → 08/2019
    The Tribute Golf Links
    The Colony, TX
  • 06/2021 → 06/2022
    Texas A&M Agrilife
    Caldwell, TX
  • 05/2025 → Present
    Charles Schwab Bank Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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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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