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Matthew Taylor

Charles Schwab & Co., Inc.

Austin, TX

CRD 7909180

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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 2026-06-04
  • TX RA
    APPROVED
    Since 2026-06-04

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
Giordanos Chicago IL 05/2023 05/2024
Auntie Pasta's Nacogdoches TX 08/2018 12/2021
Gueors Taco Bar Austin TX 01/2022 12/2022
Auntie Pasta's Nacogdoches TX 01/2023 05/2023
Charles Schwab & Co., Inc. Austin TX 06/2024 Present
Raising Cane's Nacogdoches TX 06/2017 05/2018
Unemployed Nacogdoches TX 06/2014 06/2017
  • 05/2023 → 05/2024
    Giordanos
    Chicago, IL
  • 08/2018 → 12/2021
    Auntie Pasta's
    Nacogdoches, TX
  • 01/2022 → 12/2022
    Gueors Taco Bar
    Austin, TX
  • 01/2023 → 05/2023
    Auntie Pasta's
    Nacogdoches, TX
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 06/2017 → 05/2018
    Raising Cane's
    Nacogdoches, TX
  • 06/2014 → 06/2017
    Unemployed
    Nacogdoches, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-04
S63 Uniform Securities Agent State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2026-06-04
  • S63 Uniform Securities Agent State Law Examination
    2024-09-18
Other Names
  • Matt Roland Taylor

View on SEC IAPD

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