James Taylor Garrus

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	2020-01-02
CO	RA	APPROVED	2012-01-03

TX RA
APPROVED

Since 2020-01-02
CO RA
APPROVED

Since 2012-01-03

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc.	Lone Tree	CO	07/2008	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	01/2012	Present

07/2008 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
01/2012 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Previous Registrations

2003-03-06 → 2007-08-16

Charles Schwab & Co., Inc.

Englewood, CO

Englewood, CO

Englewood, CO

Other Businesses

G3 Woodworking/ woodworking projects/ wood worker/ make and sell projects, cutting boards, holiday decor, etc/ start date 01/02/2024/ hours per month varies/ Address Castle Rock, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-02-27
S63	Uniform Securities Agent State Law Examination	1999-10-22

S66 Uniform Combined State Law Examination

2003-02-27
S63 Uniform Securities Agent State Law Examination

1999-10-22

Other Names

James Taylor Garrus
James Taylor Garrus
James Taylor Garrus

View on SEC IAPD