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German Andres Betancourt

Charles Schwab & Co., Inc.

Austin, TX

CRD 7857779

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Altitude Trampoline Park Austin TX 06/2018 01/2021
American Campus Communites San Marcos TX 09/2022 07/2023
Full Time Education San Marcos TX 08/2021 12/2023
Full Time Education Austin TX 08/2018 05/2021
Full Time Education Austin TX 01/2013 06/2018
Unemployed Austin TX 05/2021 08/2021
Unemployed Austin TX 12/2023 02/2024
Charles Schwab & Co., Inc. Austin TX 02/2024 Present
  • 06/2018 → 01/2021
    Altitude Trampoline Park
    Austin, TX
  • 09/2022 → 07/2023
    American Campus Communites
    San Marcos, TX
  • 08/2021 → 12/2023
    Full Time Education
    San Marcos, TX
  • 08/2018 → 05/2021
    Full Time Education
    Austin, TX
  • 01/2013 → 06/2018
    Full Time Education
    Austin, TX
  • 05/2021 → 08/2021
    Unemployed
    Austin, TX
  • 12/2023 → 02/2024
    Unemployed
    Austin, TX
  • 02/2024 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
S63 Uniform Securities Agent State Law Examination 2024-09-05
  • S66 Uniform Combined State Law Examination
    2025-11-20
  • S63 Uniform Securities Agent State Law Examination
    2024-09-05

View on SEC IAPD

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