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Gregory Van Thornton

Schwab Wealth Advisory, Inc.

Atlanta, GA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-18
  • GA RA
    APPROVED
    Since 2024-10-18

Branch Locations

3424 Peachtree Road, Ne Suite 1750, Atlanta, GA 30326 • 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 Greenwood Village CO 01/2016 02/2022
Jpmorgan Chase Bank, N.A. Atlanta GA 03/2022 09/2024
J.P. Morgan Securities Llc Atlanta GA 03/2022 09/2024
Fidelity Personal And Workplace Advisors Alpharetta GA 12/2020 02/2022
Fidelity Investments Alpharetta GA 01/2016 02/2022
Jpmorgan Chase Bank, N.A. Atlanta GA 08/2024 09/2024
Charles Schwab & Co, Inc Atlanta GA 09/2024 Present
Schwab Wealth Advisory, Inc Atlanta GA 09/2024 Present
  • 01/2016 → 02/2022
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2022 → 09/2024
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 03/2022 → 09/2024
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 12/2020 → 02/2022
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
  • 01/2016 → 02/2022
    Fidelity Investments
    Alpharetta, GA
  • 08/2024 → 09/2024
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 09/2024 → Present
    Charles Schwab & Co, Inc
    Atlanta, GA
  • 09/2024 → Present
    Schwab Wealth Advisory, Inc
    Atlanta, GA
Previous Registrations
  • 2022-03-24 → 2024-09-26
    J.P. Morgan Securities Llc
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Alpharetta, GA
  • 2020-12-24 → 2022-02-27
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-02
S63 Uniform Securities Agent State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2020-11-02
  • S63 Uniform Securities Agent State Law Examination
    2016-03-11
Designations
Other Names
  • Gregory Van Thornton
  • Gregory Van Thornton
  • Greg Van Thornton
  • Greg Van Thornton
  • Greg Thornton
  • Gregory Thornton

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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