Danielle Thomas
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
danielle thomas is an investment adviser representative with Charles Schwab & Co., Inc. in Westlake, TX, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 743
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BNSFJan 2023 – Mar 2023Fort Worth, TX
- State FarmSep 2022 – Nov 2022Richardson, TX
- City of Fort Worth Police DepartmentNov 2017 – May 2021Fort Worth, TX
- La FitnessMay 2016 – Nov 2017Euless, TX
- AmazonJun 2017 – Aug 2017Haslet, TX
- FidelityJun 2023 – Jan 2024Westlake, TX
- St. Gregorys UniversityJan 2015 – May 2017Shawnee, OK
- UnemployedMay 2021 – Sep 2022Fort Worth, TX
- Charles Schwab & Co., Inc.May 2024 – no end date reportedWestlake, TX
- UnemployedJan 2024 – May 2024Fort Worth, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Westlake, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Thomas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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