Donald Thomas Messmer

CRD 2167888 · Charles Schwab & Co., Inc. · Westlake, TX

Broker

Also appears in the source record as: D Thomas Messmer; Donald T Messmer; Tom Messmer; D Thomas

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (6): SIESeries 7Series 3Series 6Series 4Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 12
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
San Diego, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Td Ameritrade Clearing, Inc.
Omaha, NE · BC capacity

Jun 14, 2018 → Oct 21, 2024
Td Ameritrade, Inc.
San Diego, CA · BC capacity

Jul 10, 2017 → May 19, 2024
Jack White & Company, Inc.
BC capacity

Mar 1, 1995 → Sep 10, 1997
Baraban Securities, Inc.
Los Angeles, CA · BC capacity

Aug 11, 1994 → Dec 14, 1994
Amev Investors, Inc.
Oakdale, MN · BC capacity

Aug 16, 1991 → Oct 29, 1991

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2167888 ↗ FINRA BrokerCheck record for CRD 2167888 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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