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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 2026-02-03
VA RA APPROVED 2023-04-25
  • TX RA
    APPROVED
    Since 2026-02-03
  • VA RA
    APPROVED
    Since 2023-04-25

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
Suntrust Bank Arlington VA 05/2015 01/2018
Suntrust Investment Services Atlanta GA 06/2015 01/2018
Suntrust Advisory Services Atlanta GA 09/2016 01/2018
Charles Schwab & Co., Inc Tysons Corner VA 01/2018 Present
Schwab Wealth Advisory Inc Tysons Corner VA 04/2023 Present
  • 05/2015 → 01/2018
    Suntrust Bank
    Arlington, VA
  • 06/2015 → 01/2018
    Suntrust Investment Services
    Atlanta, GA
  • 09/2016 → 01/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 01/2018 → Present
    Charles Schwab & Co., Inc
    Tysons Corner, VA
  • 04/2023 → Present
    Tysons Corner, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-21
  • S66 Uniform Combined State Law Examination
    2011-11-21
Designations
Other Names
  • Harris Rubin

View on SEC IAPD

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