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Lauri Alicia Van Stone

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-20
AZ RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-20
  • AZ RA
    APPROVED
    Since 2025-08-12

Branch Locations

2423 E Lincoln Drive, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Phoenix AZ 09/2023 Present
Unemployed Cave Creek AZ 06/2023 09/2023
Silverhawk Private Wealth Scottsdale AZ 10/2021 05/2023
Country Financial, The Bennett Agency Cave Creek AZ 04/2016 11/2021
Schwab Wealth Advisory, Inc. Phoenix AZ 08/2025 Present
  • 09/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2023 → 09/2023
    Unemployed
    Cave Creek, AZ
  • 10/2021 → 05/2023
    Silverhawk Private Wealth
    Scottsdale, AZ
  • 04/2016 → 11/2021
    Country Financial, The Bennett Agency
    Cave Creek, AZ
  • 08/2025 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
S63 Uniform Securities Agent State Law Examination 1999-10-18
  • S66 Uniform Combined State Law Examination
    2025-03-22
  • S63 Uniform Securities Agent State Law Examination
    1999-10-18
Other Names
  • Lauri Alicia Vanstone
  • Lauri Alicia Nigl

View on SEC IAPD

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