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Kingsley Constantino Calvo-Jordan

Schwab Wealth Advisory, Inc.

Minneapolis, MN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-24
  • MN RA
    APPROVED
    Since 2025-07-24

Branch Locations

7825 Washington Ave S. 5Th Floor, Minneapolis, MN 55439 • 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
Margron Skoglund Wine Minneapolis MN 04/2015 09/2020
Thrivent Investment Management Inc Golden Valley MN 11/2019 08/2020
Thrivent Financial Minneapolis MN 05/2020 06/2022
Thrivent Financial Appleton WI 06/2022 08/2022
Rw Baird Minnetonka MN 08/2022 06/2025
Charles Schwab & Co., Inc. Minneapolis MN 07/2025 Present
Schwab Wealth Advisory, Inc. Minneapolis MN 07/2025 Present
  • 04/2015 → 09/2020
    Margron Skoglund Wine
    Minneapolis, MN
  • 11/2019 → 08/2020
    Thrivent Investment Management Inc
    Golden Valley, MN
  • 05/2020 → 06/2022
    Thrivent Financial
    Minneapolis, MN
  • 06/2022 → 08/2022
    Thrivent Financial
    Appleton, WI
  • 08/2022 → 06/2025
    Rw Baird
    Minnetonka, MN
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Minneapolis, MN
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-30
S63 Uniform Securities Agent State Law Examination 2020-08-13
  • S65 Uniform Investment Adviser Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2020-08-13
Other Names
  • Kingsley C Caluo Jordan
  • Kingsley C Calvo Jordan
  • Kingsley Constantino Calvo Jordan

View on SEC IAPD

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