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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 2025-04-11
VA RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-04-11
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

1650 Tysons Blvd Suite 150, Tysons Corner, VA 22102 • 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
Lodi Unified School District Lodi CA 07/2017 06/2018
Stockton Unified School District Stockton CA 07/2018 05/2019
Escuela Americana San Benito 07/2019 06/2021
Academia Britania Cuscatleca Santa Tecla 07/2021 12/2022
Charles Schwab & Co., Inc. Tysons Corner VA 01/2023 Present
Lodi Unified School District Lodi CA 08/2015 07/2017
Charles Schwab Bank, Ssb Tysons Corner VA 01/2023 01/2025
Schwab Wealth Advisory, Inc. Tysons Corner VA 01/2025 Present
  • 07/2017 → 06/2018
    Lodi Unified School District
    Lodi, CA
  • 07/2018 → 05/2019
    Stockton Unified School District
    Stockton, CA
  • 07/2019 → 06/2021
    Escuela Americana
    San Benito
  • 07/2021 → 12/2022
    Academia Britania Cuscatleca
    Santa Tecla
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Tysons Corner, VA
  • 08/2015 → 07/2017
    Lodi Unified School District
    Lodi, CA
  • 01/2023 → 01/2025
    Charles Schwab Bank, Ssb
    Tysons Corner, VA
  • 01/2025 → Present
    Tysons Corner, VA
Other Businesses

1) Halstead at the Metro HOA | Investment Related:No|Other|Board Member|3/16/2026|Less than 20|0|Serves as a board member on my condo HOA. No financial or investment responsibilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-23
  • S66 Uniform Combined State Law Examination
    2023-09-23
Other Names
  • Megan Hirsch

View on SEC IAPD

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