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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

SAMUEL LEE DANSBY

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, 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:892b2e94-7764-a623-558e-db1b4a396a87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2008 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: Mar 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 21, 2006
First registration: Jul 15, 2008
Dual registered: yes, broker-dealer
Other names: SAMUEL LEE DANSBY III|SAMUEL LEE DANSBY III|SAMUEL LEE DANSBY
IAPD individual key: 5124754

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	Sep 30, 2025	n/a	yes	Westlake, TX	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Aug 17, 2021	Aug 29, 2025	no	SAN ANTONIO, TX\|Plano, TX\|ADDISON, TX\|SAN ANTONIO, TX\|DESOTO, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jul 15, 2008	Apr 20, 2021	no	FT WORTH, TX\|SOUTHLAKE, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 15, 2008	Apr 20, 2021	no	FORT WORTH, TX\|FORT WORTH, TX\|Westlake, TX\|Westlake, TX\|FORT WORTH, TX\|JERSEY CITY, NJ	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
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	Aug 29, 2025	Sep 30, 2025	32	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	USAA INVESTMENT SERVICES COMPANY	Apr 20, 2021	Aug 17, 2021	119	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 20, 2021	Jul 15, 2008	-4,662	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:111514:NJ:2021-04-20	Apr 20, 2021	Jul 15, 2008	JERSEY CITY, NJ	Firm change after gap

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Sep 30, 2025 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Aug 17, 2021 to Aug 29, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 15, 2008 to Apr 20, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 15, 2008 to Apr 20, 2021factForm ADV

Dated events

Occurred
Aug 29, 2025
Advisor changed firm
Samuel Lee Dansby left Usaa Investment Services Company for Charles Schwab & Co., Inc. (registered 2025-09-30)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:892b2e94-7764-a623-558e-db1b4a396a87
First observed: Jul 15, 2008
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAMUEL LEE DANSBY

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, 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:892b2e94-7764-a623-558e-db1b4a396a87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CHARLES SCHWAB & CO., INC.

National bd RIA

Sep 30, 2025

n/a

yes

Westlake, TX

Current employment

USAA INVESTMENT SERVICES COMPANY

No RAUM reported

Aug 17, 2021

Aug 29, 2025

SAN ANTONIO, TX|Plano, TX|ADDISON, TX|SAN ANTONIO, TX|DESOTO, TX

Previous registration

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Former SEC adviser

Jul 15, 2008

Apr 20, 2021

FT WORTH, TX|SOUTHLAKE, TX

Previous registration

TD AMERITRADE, INC.

Former SEC adviser

Jul 15, 2008

Apr 20, 2021

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

USAA INVESTMENT SERVICES COMPANY

CHARLES SCHWAB & CO., INC.

Aug 29, 2025

Sep 30, 2025

Firm change

Other

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

USAA INVESTMENT SERVICES COMPANY

Apr 20, 2021

Aug 17, 2021

119

Firm change

Other

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Apr 20, 2021

Jul 15, 2008

-4,662

Channel change

Other

Team

Left

Joined

From

Kind

7870:111514:NJ:2021-04-20

Apr 20, 2021

Jul 15, 2008

JERSEY CITY, NJ

Firm change after gap