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Benjamin D Aeschliman

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-21
TX RA APPROVED 2025-02-18
  • AZ RA
    APPROVED
    Since 2025-02-21
  • TX RA
    APPROVED
    Since 2025-02-18

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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
Charles Schwab & Co, Inc Phoenix AZ 04/2011 Present
Charles Schwab Bank Phoenix AZ 10/2014 Present
  • 04/2011 → Present
    Charles Schwab & Co, Inc
    Phoenix, AZ
  • 10/2014 → Present
    Charles Schwab Bank
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-21
S63 Uniform Securities Agent State Law Examination 2011-08-19
  • S66 Uniform Combined State Law Examination
    2014-05-21
  • S63 Uniform Securities Agent State Law Examination
    2011-08-19

View on SEC IAPD

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