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Lana Mohamed

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 2024-09-27
  • TX RA
    APPROVED
    Since 2024-09-27

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
Charles Schwab & Co., Inc. Westlake TX 02/2024 Present
Wright And Greenhill Austin TX 07/2022 08/2023
Full Time Education Austin TX 08/2020 05/2024
Full Time Education San Antonio TX 08/2016 06/2020
Charles Schwab Bank, Ssb Westlake TX 03/2025 Present
  • 02/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2022 → 08/2023
    Wright And Greenhill
    Austin, TX
  • 08/2020 → 05/2024
    Full Time Education
    Austin, TX
  • 08/2016 → 06/2020
    Full Time Education
    San Antonio, TX
  • 03/2025 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2024-09-26

View on SEC IAPD

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