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Haziq Basharat

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
TX RA APPROVED 2025-10-21
AZ RA APPROVED 2025-09-10
  • TX RA
    APPROVED
    Since 2025-10-21
  • AZ RA
    APPROVED
    Since 2025-09-10

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
Edward Jones Trust Company St. Louis MO 05/2016 04/2025
Schwab Wealth Advisory Westlake TX 06/2025 Present
Charles Schwab & Co., Inc Phoenix AZ 06/2025 Present
  • 05/2016 → 04/2025
    Edward Jones Trust Company
    St. Louis, MO
  • 06/2025 → Present
    Schwab Wealth Advisory
    Westlake, TX
  • 06/2025 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
Previous Registrations
  • 2011-10-17 → 2017-08-21
    Edward Jones
    St. Louis, MO
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
  • S66 Uniform Combined State Law Examination
    2025-10-02
Designations

View on SEC IAPD

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