Michael Jay Kinsey

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	2021-01-10
AZ	RA	APPROVED	2012-05-10

TX RA
APPROVED

Since 2021-01-10
AZ RA
APPROVED

Since 2012-05-10

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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.	Phoenix	AZ	03/1997	Present
Schwab Wealth Advisory Inc	Phoenix	AZ	01/2012	Present

03/1997 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
01/2012 → Present

Schwab Wealth Advisory Inc

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-10-16
S63	Uniform Securities Agent State Law Examination	1997-09-24

S66 Uniform Combined State Law Examination

2007-10-16
S63 Uniform Securities Agent State Law Examination

1997-09-24

Designations

Other Names

Mike Kinsey
Michael Kinsey

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Exams

Designations

Other Names

Other Firms

Other Investors

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