Chad William Lawyer

Current Employers

Employment History

• 01/2013 → 02/2017
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2017 → 04/2018
  Cavu Wealth Advisors
  Walnut Creek, CA
• 05/2018 → 10/2019
  Tci Wealth Advisors, Inc.
  Tucson, AZ
• 10/2019 → 03/2022
  You Advise We Plan
  Tucson, AZ
• 05/2020 → 03/2022
  Life Strategy Partners Inc.
  Tucson, AZ
• 03/2022 → 08/2022
  Fidelity Investments
  Tucson, AZ
• 08/2022 → 06/2023
  Life Strategy Partners Inc.
  Tucson, AZ
• 06/2023 → 02/2024
  Lpl Financial Llc
  Tucson, AZ
• 07/2024 → Present
  Yrb Educational
  Tucson, AZ
• 08/2024 → Present
  Life Strategy Partners Inc.
  Tucson, AZ
• 02/2024 → 07/2024
  Unemployed
  Tucson, AZ

Previous Registrations

• 2023-06-16 → 2024-02-21
  Lpl Financial Llc
  Tucson, AZ
• 2020-06-23 → 2022-03-09
  Life Strategy Partners
  Tucson, AZ
• 2018-07-06 → 2019-10-11
  Tci Wealth Advisors, Inc.
  Tucson, AZ
• 2017-07-25 → 2018-04-23
  Cavu Wealth Advisors
  Walnut Creek, CA

Other Businesses

Name of the other business: YRB Educational Whether the business is investment-related: Not investment-related The address of the other business: 4720 N Calle Desecada, Tucson, AZ 85718 The nature of the other business: Educational Company Your position: Chief Educational Officer Title, or relationship with the other business: Founder The start date of your relationship: 07/15/2024 Approximate number of hours/month you devote to the other business: 15 Hours Number of hours you devote to the other business during securities trading hours: 0 Hours Briefly describe your duties relating to the other business: Online educational platform offering courses on retirement planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-09
• S65 Uniform Investment Adviser Law Examination
  2017-07-25

Designations

Other Names

• Chad William Lawyer
• Chad Lawyer