Michael E Andrews

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-15
TX	RA	APPROVED	2022-06-13
AZ	RA	APPROVED	2022-06-07

CA RA
APPROVED

Since 2026-01-15
TX RA
APPROVED

Since 2022-06-13
AZ RA
APPROVED

Since 2022-06-07

Branch Locations

2 Park Plaza, Irvine, CA 92614 • 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
Usaa Financial Advisors, Inc.	Phoenix	AZ	08/2011	04/2017
Usaa Financial Planning Services	Phoenix	AZ	08/2011	04/2017
Charles Schwab & Co., Inc.	Phoenix	AZ	07/2020	Present
Unemployed	Peoria	AZ	05/2017	10/2019
William Sonoma, Inc.	Scottsdale	AZ	10/2019	Present
Schwab Wealth Advisory Inc	Phoenix	AZ	05/2022	Present

08/2011 → 04/2017

Usaa Financial Advisors, Inc.

Phoenix, AZ
08/2011 → 04/2017

Usaa Financial Planning Services

Phoenix, AZ
07/2020 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
05/2017 → 10/2019

Unemployed

Peoria, AZ
10/2019 → Present

William Sonoma, Inc.

Scottsdale, AZ
05/2022 → Present

Schwab Wealth Advisory Inc

Phoenix, AZ

Previous Registrations

2011-11-03 → 2017-05-05

Usaa Financial Planning Services

Philadelphia, PA

Phoenix, AZ
2007-05-23 → 2011-07-07

Tiaa-Cref Individual & Institutional Services, Llc

Ann Arbor, MI

Southfield, MI

Southfield, MI

Philadelphia, PA

Other Businesses

1) K&E Residential Enterprise, LLC|Investment Related: No|12146 W. Peak View Rd, Peoria, AZ, 85383, USA|Real Estate (Non-Agent/Broker)|Resident Agent/Member|11/1/2004|Less than 20 hour/month - 0 during trading hours|This is a LLC I created for the ownership of rental properties located in Michigan. I have no functions in the day to day operations of the LLC. The properties are managed by a Michigan Real Estate Management company, Garner Properties. The only income I receive is passive rental income after management fees are subtracted.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-14
S65	Uniform Investment Adviser Law Examination	2007-05-22
S63	Uniform Securities Agent State Law Examination	1997-06-30

S66 Uniform Combined State Law Examination

2021-06-14
S65 Uniform Investment Adviser Law Examination

2007-05-22
S63 Uniform Securities Agent State Law Examination

1997-06-30

Designations

Other Names

Michael Ewon Andrews

View on SEC IAPD