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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 2023-06-28
  • TX RA
    APPROVED
    Since 2023-06-28

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 03/2013 03/2018
Tiaa Lewisville TX 03/2013 03/2018
Td Ameritrade Southlake TX 04/2018 01/2022
The Vanguard Group, Inc. Malvern PA 01/2022 05/2022
Sov Premier Logistics, Llc Mesquite TX 07/2013 Present
The Vanguard Group, Inc. Plano TX 05/2022 05/2023
Charles Schwab & Co. Inc. Westlake TX 06/2023 Present
Schwab Wealth Advisory Inc. Westlake TX 06/2023 Present
  • 03/2013 → 03/2018
    Tiaa-Cref Individual & Institutional Services, Llc
    Lewisville, TX
  • 03/2013 → 03/2018
    Tiaa
    Lewisville, TX
  • 04/2018 → 01/2022
    Td Ameritrade
    Southlake, TX
  • 01/2022 → 05/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2013 → Present
    Sov Premier Logistics, Llc
    Mesquite, TX
  • 05/2022 → 05/2023
    The Vanguard Group, Inc.
    Plano, TX
  • 06/2023 → Present
    Charles Schwab & Co. Inc.
    Westlake, TX
  • 06/2023 → Present
    Westlake, TX
Previous Registrations
Other Businesses

1) Transportation Trucking company | Investment Related:No|Transport/Storage - Materials|Co-Owner|7/1/2013|Less than 20|0|Co-owner of trucking company. My participation is minimal, less than 2 hours per month, 2) Mesquite Housing Authority | Investment Related:No|1616 N Galloway Ave|Mesquite|TX|75149|United States|Nonprofit Charitable Organizations|Board Member|6/1/2022|Less than 20|0|Board member for city of Mesquite Housing Authority. Participate in appeals process for Housing recipients. , 3) Gray Areas, LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner/Landlord|4/1/2025|Less than 20|0|Owner/Single Member

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-03-04
S66 Uniform Combined State Law Examination 2012-10-12
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
  • S66 Uniform Combined State Law Examination
    2012-10-12
Designations
Other Names
  • Wanda F Gray
  • Wanda Gray
  • Wanda Francia Gray

View on SEC IAPD

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