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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 2025-02-24
  • TX RA
    APPROVED
    Since 2025-02-24

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • United States

6765 Winning Drive Suite 825, Frisco, TX 75034 • 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
Liquorland Argyle TX 05/2023 01/2024
David Weekley Homes Arlington TX 05/2019 08/2019
J. Thayer Portland OR 08/2022 03/2023
Gnc Lubbock TX 06/2022 08/2023
Full Time Education Argyle TX 08/2019 06/2022
David Weekley Homes Arlington TX 06/2021 08/2021
Mosquito Joe Argyle TX 05/2017 08/2017
Full Time Education Argyle TX 08/2017 05/2019
Full Time Education Argyle TX 01/2014 05/2017
Charles Schwab & Co., Inc. Plano TX 01/2024 Present
Charles Schwab Bank Plano TX 07/2026 Present
  • 05/2023 → 01/2024
    Liquorland
    Argyle, TX
  • 05/2019 → 08/2019
    David Weekley Homes
    Arlington, TX
  • 08/2022 → 03/2023
    J. Thayer
    Portland, OR
  • 06/2022 → 08/2023
    Gnc
    Lubbock, TX
  • 08/2019 → 06/2022
    Full Time Education
    Argyle, TX
  • 06/2021 → 08/2021
    David Weekley Homes
    Arlington, TX
  • 05/2017 → 08/2017
    Mosquito Joe
    Argyle, TX
  • 08/2017 → 05/2019
    Full Time Education
    Argyle, TX
  • 01/2014 → 05/2017
    Full Time Education
    Argyle, TX
  • 01/2024 → Present
    Plano, TX
  • 07/2026 → Present
    Charles Schwab Bank
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-22
S63 Uniform Securities Agent State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2025-02-22
  • S63 Uniform Securities Agent State Law Examination
    2024-05-07
Other Names
  • Jake Rubien

View on SEC IAPD

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