Ryan M Vollweiler

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-04
OH	RA	APPROVED	2021-10-03

TX RA
APPROVED

Since 2022-01-04
OH RA
APPROVED

Since 2021-10-03

Branch Locations

4150 Kinross Lake Parkway, Richfield, OH 44286 • 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

Organization	City	State	From	To
Voya Financial Advisor, Inc	Strongsville	OH	01/2015	11/2016
Charles Schwab & Co., Inc.	Richfield	OH	02/2017	Present
Schwab Retirement Plan Services , Inc.	Richfield	OH	02/2017	05/2021
Schwab Wealth Advisory Inc	Richfield	OH	09/2021	Present

01/2015 → 11/2016

Voya Financial Advisor, Inc

Strongsville, OH
02/2017 → Present

Charles Schwab & Co., Inc.

Richfield, OH
02/2017 → 05/2021

Schwab Retirement Plan Services , Inc.

Richfield, OH
09/2021 → Present

Schwab Wealth Advisory Inc

Richfield, OH

Previous Registrations

2015-03-31 → 2016-11-15

Voya Financial Advisors, Inc.

Independence, OH

Strongsville, OH
2012-09-17 → 2015-01-27

Cetera Advisors Llc

North Royalton, OH

North Canton, OH

North Royalton, OH
2012-07-16 → 2012-09-20

Equitable Advisors, Llc

Akron, OH
2005-03-18 → 2012-07-19

Valic Financial Advisors, Inc.

Independence, OH

Independence , OH

Toledo, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-14
S63	Uniform Securities Agent State Law Examination	2003-07-25

S66 Uniform Combined State Law Examination

2005-06-14
S63 Uniform Securities Agent State Law Examination

2003-07-25

Designations

Other Names

Brock Vollweiler
Ryan M Vollweiler
Ryan Matthew Vollweiler

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

RABE INVESTMENT CONSULTING GROUP

SIKICH FINANCIAL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

WAYNE D. MINICH & COMPANY, INC.

Other Investors

GEORGE MCELROY AUSSEM

WENDI B. DEVAN-GLOVNA

BRADFORD CHARLES BURGESS

MARCI M STEWART

Elizabeth Loveman

HARLYNN J M J HOBBS

Other Offices

CHARLES SCHWAB & CO., INC. · Richfield, OH

SCHWAB WEALTH ADVISORY, INC. · Richfield, OH

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH

EDWARD JONES · Richfield, OH

RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH

SIKICH FINANCIAL · Richfield, OH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

More in Richfield, OH

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