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Christopher Lee Bentley

Schwab Wealth Advisory, Inc.

Bellevue, WA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-20
  • WA RA
    APPROVED
    Since 2026-01-20

Branch Locations

11100 Ne 8Th St. Suite#300, Bellevue, WA 98004 • 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
Bank Of America, N.A. Seattle WA 02/2012 05/2017
Td Ameritrade Seattle WA 05/2017 05/2022
Joslin Capital Advisors, Llc Redmond WA 05/2022 06/2024
Beacon Pointe Advisors Redmond WA 06/2024 12/2025
Schwab Wealth Advisory Inc Bellevue WA 01/2026 Present
Charles Schwab & Co. Inc Bellevue WA 01/2026 Present
  • 02/2012 → 05/2017
    Bank Of America, N.A.
    Seattle, WA
  • 05/2017 → 05/2022
    Td Ameritrade
    Seattle, WA
  • 05/2022 → 06/2024
    Joslin Capital Advisors, Llc
    Redmond, WA
  • 06/2024 → 12/2025
    Beacon Pointe Advisors
    Redmond, WA
  • 01/2026 → Present
    Schwab Wealth Advisory Inc
    Bellevue, WA
  • 01/2026 → Present
    Charles Schwab & Co. Inc
    Bellevue, WA
Previous Registrations
  • 2024-06-12 → 2026-01-02
    Beacon Pointe Advisors, Llc
    Redmond, WA
    Newport Beach, CA
  • 2022-05-19 → 2024-06-06
    Joslin Capital Advisors Llc
    Redmond, WA
  • 2022-01-26 → 2022-05-16
    Charles Schwab & Co., Inc.
    Bellevue, WA
  • 2017-05-31 → 2022-05-16
    Td Ameritrade, Inc.
    Seattle, WA
    Bellevue, WA
  • 2017-05-31 → 2022-05-16
    Td Ameritrade Investment Management, Llc
    Seattle, WA
    Bellevue, WA
  • 2012-03-20 → 2017-04-26
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newark, CA
    Seattle, WA
    Newark, CA
    Newark, CA
    San Jose, CA
    Livermore, CA
    El Segundo, CA
    New York, NY
    El Segundo, CA
    Culver City, CA
    Seattle, WA
    Seattle, WA
    Seattle, WA
  • 2011-09-02 → 2012-02-28
    Waddell & Reed
    San Mateo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-03
S66 Uniform Combined State Law Examination 2011-09-01
  • S63 Uniform Securities Agent State Law Examination
    2026-04-03
  • S66 Uniform Combined State Law Examination
    2011-09-01
Designations
Other Names
  • Christopher Lee Bentley
  • Christopher Bentley

View on SEC IAPD

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