• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Valentino Lapid
VALENTINO LAPID, VALENTINO LAPID JR, Valentino Lapid Jr
CRD#: 6395756
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 4200 Westheimer Rd
Suite 100
Houston, TX 77027
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2016 (1 year)3 FIRMS2017 - 2019 (2 years)2 FIRMS2020 - Present (5 years)
License(s)

State Registrations

B
Texas 1/23/2020

IA
Texas 1/23/2020

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
4200 Westheimer Rd Suite 100, Houston, TX 77027
Registered with this firm since 1/23/2020

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
4200 Westheimer Rd Suite 100, Houston, TX 77027
Registered with this firm since 1/23/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/26/2017 - 12/17/2019 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Houston, TX
IA
04/26/2017 - 12/17/2019 TD AMERITRADE, INC. (CRD#:7870) HOUSTON, TX
B
04/26/2017 - 12/17/2019 TD AMERITRADE, INC. (CRD#:7870) HOUSTON, TX
IA
05/12/2015 - 03/21/2016 EDWARD JONES (CRD#:250) TOMBALL, TX
B
03/24/2015 - 03/21/2016 EDWARD JONES (CRD#:250) TOMBALL, TX
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.