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Inactive

Edgar Cortez

Schlindwein Associates LLC

Dallas, TX

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Current Employers
Schlindwein Associates Llc

1717 Main Street Suite 3975, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-09
TX RA APPROVED 2024-05-09
  • IL RA
    APPROVED
    Since 2024-05-09
  • TX RA
    APPROVED
    Since 2024-05-09

Branch Locations

1717 Main Street Suite 3975, Dallas, TX 75201 • 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
Schlindwein Associates, Llc Dallas TX 06/2023 Present
Bny Mellon Fort Worth TX 10/2021 05/2023
Broadridge Irving TX 02/2021 10/2021
Charles Schwab Westlake TX 06/2020 01/2021
Personal Capital Dallas TX 01/2019 03/2020
Fidelity Investments Westlake TX 08/2016 01/2019
  • 06/2023 → Present
    Schlindwein Associates, Llc
    Dallas, TX
  • 10/2021 → 05/2023
    Bny Mellon
    Fort Worth, TX
  • 02/2021 → 10/2021
    Broadridge
    Irving, TX
  • 06/2020 → 01/2021
    Charles Schwab
    Westlake, TX
  • 01/2019 → 03/2020
    Personal Capital
    Dallas, TX
  • 08/2016 → 01/2019
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-23
  • S65 Uniform Investment Adviser Law Examination
    2024-04-23

View on SEC IAPD

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