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Jeremiah Spencer Boothe

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 2020-01-02
AZ RA APPROVED 2012-05-07
  • TX RA
    APPROVED
    Since 2020-01-02
  • AZ RA
    APPROVED
    Since 2012-05-07

Branch Locations

8040 South 8Th Street, Phoenix, AZ 85044 • 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 10/2000 Present
Schwab Wealth Advisory Inc Phoenix AZ 01/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-13
S63 Uniform Securities Agent State Law Examination 1999-03-09
  • S66 Uniform Combined State Law Examination
    2006-11-13
  • S63 Uniform Securities Agent State Law Examination
    1999-03-09
Other Names
  • Jeremy Boothe

View on SEC IAPD

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