DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

ARTURO GILBERTO TORRES

Advisor at CHARLES SCHWAB & CO., INC.

Lone Tree, CO | Bulverde, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36be172b-8bfd-2730-6312-60bf235792bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 15, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 15, 2002
First registration: Aug 15, 2002
Dual registered: yes, broker-dealer
Other names: ARTURO GILBERTO TORRES |Art Torres
IAPD individual key: 4519935

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 18, 2021	n/a	yes	Lone Tree, CO\|Bulverde, TX	Current employment
TITLEIST CAPITAL, LLC	Former SEC adviser	Jan 2, 2020	Sep 27, 2021	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Feb 1, 2019	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 18, 2013	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Sep 8, 2011	Apr 22, 2013	no	SAN ANTONIO, TX	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Aug 1, 2006	Aug 30, 2011	no	SAN ANTONIO, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	May 9, 2003	Aug 2, 2006	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 15, 2002	Apr 25, 2003	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TITLEIST CAPITAL, LLC	CHARLES SCHWAB & CO., INC.	Sep 27, 2021	Nov 18, 2021	52	Firm change	RIA to ibd
USAA INVESTMENT SERVICES COMPANY	TITLEIST CAPITAL, LLC	Feb 1, 2019	Jan 2, 2020	335	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Apr 22, 2013	Apr 18, 2013	-4	Bulk transfer	Other
INVESTACORP ADVISORY SERVICES INC	USAA INVESTMENT SERVICES COMPANY	Aug 30, 2011	Sep 8, 2011	9	Firm change	Other
OSAIC FA, INC.	INVESTACORP ADVISORY SERVICES INC	Aug 2, 2006	Aug 1, 2006	-1	Firm change	Other
MORGAN STANLEY DW INC.	OSAIC FA, INC.	Apr 25, 2003	May 9, 2003	14	Firm change	Other

Relationships

Registered with (7)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Nov 18, 2021 to presentfactForm ADV
→ TITLEIST CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 2, 2020 to Sep 27, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Feb 1, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 18, 2013 to Jan 8, 2018factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Aug 1, 2006 to Aug 30, 2011factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
May 9, 2003 to Aug 2, 2006factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 15, 2002 to Apr 25, 2003factForm ADV

Dated events

No dated event names this entity yet.