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Christian Davis Mcentire

Schwab Wealth Advisory, Inc.

Richfield, OH

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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 2026-01-03
OH RA APPROVED 2022-08-13
  • TX RA
    APPROVED
    Since 2026-01-03
  • OH RA
    APPROVED
    Since 2022-08-13

Branch Locations

4150 Kinross Lakes Pkwy., Richfield, OH 44286 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 06/2015 05/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2021
J.P. Morgan Securities Llc Hudson OH 06/2021 05/2022
Jp Morgan Chase Bank, N.A. Hudson OH 06/2021 05/2022
Strategic Advisers Llc Boston MA 09/2015 07/2018
Schwab Wealth Advisory Inc Richfield OH 05/2022 Present
Charles Schwab & Co., Inc. Richfield OH 05/2022 Present
  • 06/2015 → 05/2021
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → 05/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2021 → 05/2022
    J.P. Morgan Securities Llc
    Hudson, OH
  • 06/2021 → 05/2022
    Jp Morgan Chase Bank, N.A.
    Hudson, OH
  • 09/2015 → 07/2018
    Strategic Advisers Llc
    Boston, MA
  • 05/2022 → Present
    Schwab Wealth Advisory Inc
    Richfield, OH
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-05
  • S66 Uniform Combined State Law Examination
    2015-09-05
Designations
Other Names
  • Christian Davis Mcentire
  • Christian D Mcentire
  • Christian Mcentire

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
SIKICH FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

CHARLES SCHWAB & CO., INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
SIKICH FINANCIAL · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

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