Best Investors Account Sign in
Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

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
Compassion Construction Southlake TX 01/2024 08/2024
Zenith Speech And Debate Academy Carrollton TX 05/2022 12/2024
Dallas Baptist University Dallas TX 08/2021 12/2021
Full Time Education Dallas TX 08/2021 12/2023
Full Time Education Lynchburg VA 05/2019 05/2021
Unemployed Haslet TX 08/2013 04/2018
Self Employed Haslet TX 05/2018 01/2023
Modern Woodmen Of America Rock Island IL 05/2024 10/2024
Mwa Financial Services Inc. Rock Island IL 05/2024 10/2024
Lumin Fitness Irving TX 08/2024 10/2024
Charles Schwab & Co, Inc Westlake TX 11/2024 Present
Charles Schwab Bank, Ssb Westlake TX 11/2024 Present
  • 01/2024 → 08/2024
    Compassion Construction
    Southlake, TX
  • 05/2022 → 12/2024
    Zenith Speech And Debate Academy
    Carrollton, TX
  • 08/2021 → 12/2021
    Dallas Baptist University
    Dallas, TX
  • 08/2021 → 12/2023
    Full Time Education
    Dallas, TX
  • 05/2019 → 05/2021
    Full Time Education
    Lynchburg, VA
  • 08/2013 → 04/2018
    Unemployed
    Haslet, TX
  • 05/2018 → 01/2023
    Self Employed
    Haslet, TX
  • 05/2024 → 10/2024
    Modern Woodmen Of America
    Rock Island, IL
  • 05/2024 → 10/2024
    Rock Island, IL
  • 08/2024 → 10/2024
    Lumin Fitness
    Irving, TX
  • 11/2024 → Present
    Westlake, TX
  • 11/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-08
  • S66 Uniform Combined State Law Examination
    2024-07-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor