Anna L Sinatra

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	2023-01-18
AZ	RA	APPROVED	2023-01-06

TX RA
APPROVED

Since 2023-01-18
AZ RA
APPROVED

Since 2023-01-06

Branch Locations

Phoenix, AZ • 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.	Phoenix	AZ	02/2000	Present
Schwab Private Client Investment Advisory, Inc.	Phoenix	AZ	08/2013	01/2021
Charles Schwab Wealth Advisory	Phoenix	AZ	12/2022	Present

02/2000 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
08/2013 → 01/2021

Schwab Private Client Investment Advisory, Inc.

Phoenix, AZ
12/2022 → Present

Charles Schwab Wealth Advisory

Phoenix, AZ

Previous Registrations

2013-08-28 → 2021-02-01

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Other Businesses

(1). Advanced Developmental Disabilities Services| Investment Related: No| Healthcare Services |HCBS parent provider|2023-07-14|Hours Per Month: Less than 20|Hours Spent during Security Trading: 0|Allows me to get paid to provide in home care for my [REDACTED] son through DDD/ALTCS state program for hours we are not able to find someone else to provide his care.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-10-12
S63	Uniform Securities Agent State Law Examination	2000-06-27

S66 Uniform Combined State Law Examination

2006-10-12
S63 Uniform Securities Agent State Law Examination

2000-06-27

Other Names

Anna Lynn Barry

View on SEC IAPD