Debra Darlene Armenta

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Charles Schwab & Co.,Inc
  Phoenix, AZ
• 08/2018 → 01/2021
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ
• 09/2022 → Present
  Schwab Wealth Advisory
  Phoenix, AZ

Previous Registrations

• 2018-10-09 → 2021-01-11
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2012-01-06 → 2013-11-20
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  Glendale, AZ
• 2008-10-08 → 2011-02-28
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2008-02-20 → 2008-07-30
  Thrivent Investment Management Inc.
  Phoenix, AZ
  Thousand Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-02-10
• S63 Uniform Securities Agent State Law Examination
  1998-04-22

Other Names

• Debbie Bushey
• Debra Gonzales
• Debbie Armenta
• Debra Bushey
• Debra Darlene Bushey
• Debra Darlene Gonzales