David Jordan Cooper

Schwab Wealth Advisory, Inc.

Claim This Profile

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-07-30
TX	RA	APPROVED	2020-01-03

CO RA
APPROVED

Since 2026-07-30
TX RA
APPROVED

Since 2020-01-03

Branch Locations

Parker, CO • 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.	Parker	CO	08/2015	Present
Schwab Wealth Advisory, Inc.	Parker	CO	08/2015	Present
Self Employed	Oviedo	FL	08/2015	Present

08/2015 → Present

Charles Schwab & Co., Inc.

Parker, CO
08/2015 → Present

Schwab Wealth Advisory, Inc.

Parker, CO
08/2015 → Present

Self Employed

Oviedo, FL

Previous Registrations

2009-12-04 → 2015-07-31

Securian Financial Services, Inc.

Maitland, FL

Other Businesses

1) David Cooper | Investment Related:No|1020 Wellington Ct|Oviedo|FL|32765|USA|Insurance|none|8/3/2015|Less than 20|0|Receipt of payments from fixed insurance policies sold prior to affiliation with Charles Schwab. , 2) Boys Town of Central Florida | Investment Related:No|975 Oklahoma &#8203,Street|Oviedo|FL|32765|USA|Nonprofit Charitable Organizations|Board Member|8/22/2019|Less than 20|.01|Volunteer as member of board of directors

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-01-07
S63	Uniform Securities Agent State Law Examination	2000-01-13

S66 Uniform Combined State Law Examination

2002-01-07
S63 Uniform Securities Agent State Law Examination

2000-01-13

Designations

View on SEC IAPD

More in Parker, CO

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor