William Charles Matthews

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_RES	2021-02-21
OH	RA	APPROVED	2021-02-19

TX RA
APPROVED_RES

Since 2021-02-21
OH RA
APPROVED

Since 2021-02-19

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286-5050 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Richfield	OH	10/2012	Present
Charles Schwab Bank Ssb	Westlake	OH	10/2012	02/2021
Schwab Wealth Advisory, Inc.	Richfield	OH	02/2021	Present

10/2012 → Present

Charles Schwab & Co., Inc.

Richfield, OH
10/2012 → 02/2021

Charles Schwab Bank Ssb

Westlake, OH
02/2021 → Present

Schwab Wealth Advisory, Inc.

Richfield, OH

Previous Registrations

2001-07-19 → 2007-10-08

Ameriprise Financial Services, Llc

Sheffield Village, OH

Elyria, OH

Avon, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-08-23

S66 Uniform Combined State Law Examination

2002-08-23

Designations

Other Names

Bill Charles Matthews

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews