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Casey Lynne Zeringue

Schwab Wealth Advisory, Inc.

Parker, CO

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-25
  • CO RA
    APPROVED
    Since 2026-03-25

Branch Locations

Parker, CO • 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
Charles Schwab & Co., Inc. Parker CO 02/2016 Present
Precision Ops Group Fort Collins CO 11/2012 01/2017
Charles Schwab Bank Denver CO 05/2017 12/2025
Td Ameritrade, Inc. Denver CO 12/2021 06/2024
Schwab Wealth Advisory, Inc. Parker CO 03/2026 Present
  • 02/2016 → Present
    Charles Schwab & Co., Inc.
    Parker, CO
  • 11/2012 → 01/2017
    Precision Ops Group
    Fort Collins, CO
  • 05/2017 → 12/2025
    Charles Schwab Bank
    Denver, CO
  • 12/2021 → 06/2024
    Td Ameritrade, Inc.
    Denver, CO
  • 03/2026 → Present
    Schwab Wealth Advisory, Inc.
    Parker, CO
Previous Registrations
  • 2021-12-16 → 2022-10-14
    Td Ameritrade, Inc.
    Denver, CO
    Omaha, NE
    Denver, CO
    Denver, CO
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-01
  • S66 Uniform Combined State Law Examination
    2016-07-01

View on SEC IAPD

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