Samantha Leigh Tillman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 04/2023
  Aramark
  Dallas, TX
• 04/2021 → 06/2021
  Table 13
  Dallas, TX
• 01/2019 → 02/2021
  Tommy's Seafood Restaurant And Oyster Bar
  Houston, TX
• 07/2016 → 12/2018
  Grazia Italian Kitchen
  Houston, TX
• 12/2018 → 01/2019
  Unemployed
  Houston, TX
• 02/2021 → 04/2021
  Unemployed
  Dallas, TX
• 06/2021 → 07/2021
  Unemployed
  Dallas, TX
• 04/2023 → 08/2023
  Unemployed
  Aurora, CO
• 08/2023 → 03/2024
  Fuzzy's Taco Shop
  Parker, CO
• 03/2024 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22
• S63 Uniform Securities Agent State Law Examination
  2024-07-31