Charles Robert Schwarz

Current Employers

Employment History

• 01/2008 → 02/2017
  Jackson Hewitt Tax Service
  Phoenix, AZ
• 08/2012 → Present
  Lpl Financial Llc
  Phoenix, AZ
• 09/2020 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Phoenix, AZ

Other Businesses

1. 11/06/2012 - RAS Consulting - Business Owner -NOT INV REL-AT REPORTED BUINESS LOCATION(S) - NO day-to-day duties in this company. part-owner of spouse's company - 0 TIME SPENT. 2. 6/21/2017 - Arizona Investment Network, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start 07/01/2017 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 9/15/2020 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/04/2020 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 9/15/2020 - WCG WEALTH ADVISORS, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/04/2020 - 160 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 9/15/2020 - WCG WEALTH ADVISORS, LLC - DBA: Palo Verde Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/04/2020 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 1/10/2022 - PALO VERDE WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2015 - 40 Hours Per Month During Securities Trading 7. 05/25/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - RIA - Start Date 05/23/2023 - 160 Hours Per Month/ 120 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-10-02