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Donna Maria Vestal

Charles Schwab & Co., Inc.

Westlake, TX

Wesley Chapel, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-09
  • FL RA
    APPROVED
    Since 2021-07-09

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Wesley Chapel, FL • 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
Unemployed Tampa FL 06/2017 01/2018
Morgan Stanley Tampa FL 01/2018 10/2019
Fidelity Investments Tampa FL 08/2007 06/2017
Charles Schwab & Co., Inc. Wesley Chapel FL 06/2021 Present
Unemployed Wesley Chapel FL 10/2019 06/2021
  • 06/2017 → 01/2018
    Unemployed
    Tampa, FL
  • 01/2018 → 10/2019
    Morgan Stanley
    Tampa, FL
  • 08/2007 → 06/2017
    Fidelity Investments
    Tampa, FL
  • 06/2021 → Present
    Charles Schwab & Co., Inc.
    Wesley Chapel, FL
  • 10/2019 → 06/2021
    Unemployed
    Wesley Chapel, FL
Previous Registrations
  • 2018-02-01 → 2019-10-21
    Morgan Stanley
    Tampa, FL
    South Jordan, UT
    Tampa, FL
  • 2008-09-01 → 2017-07-12
    Strategic Advisers Llc
    Naples, FL
    Tampa, FL
    Clearwater, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-29
S63 Uniform Securities Agent State Law Examination 2000-08-11
  • S65 Uniform Investment Adviser Law Examination
    2008-08-29
  • S63 Uniform Securities Agent State Law Examination
    2000-08-11
Other Names
  • Donna Maria Vestal
  • Donna M Vestal

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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