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Harold Emerson Scull

Schwab Wealth Advisory, Inc.

Lithia, FL

CRD 4241026

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-02
  • FL RA
    APPROVED
    Since 2023-04-02

Branch Locations

Lithia, FL • 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
Usaa Financial Advisors, Inc. Tampa FL 07/2011 05/2020
Usaa Financial Planning Services Tampa FL 07/2011 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Charles Schwab & Co., Inc. Lithia FL 05/2020 Present
Charles Schwab Bank, Ssb Temple Terrace FL 05/2020 01/2023
Schwab Wealth Advisory Lithia FL 01/2023 Present
  • 07/2011 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 07/2011 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Lithia, FL
  • 05/2020 → 01/2023
    Charles Schwab Bank, Ssb
    Temple Terrace, FL
  • 01/2023 → Present
    Schwab Wealth Advisory
    Lithia, FL
Previous Registrations
  • 2018-01-08 → 2020-05-24
    San Antonio, TX
  • 2011-07-29 → 2018-01-08
    Usaa Financial Planning Services
    Seattle, WA
    Addison, TX
    Tampa, FL
  • 2010-07-19 → 2011-07-06
    Td Ameritrade, Inc.
    Westlake, TX
  • 2010-07-19 → 2011-07-06
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-16
S63 Uniform Securities Agent State Law Examination 2000-10-04
  • S66 Uniform Combined State Law Examination
    2010-07-16
  • S63 Uniform Securities Agent State Law Examination
    2000-10-04
Other Names
  • Harold Emerson Scull
  • Harold Scull

View on SEC IAPD

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