Gregory Donald Perkin

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-08
CO	RA	APPROVED	2012-01-10

TX RA
APPROVED_RES

Since 2026-05-08
CO RA
APPROVED

Since 2012-01-10

Branch Locations

9875 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	08/1998	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	01/2012	Present

08/1998 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
01/2012 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-02-25
S63	Uniform Securities Agent State Law Examination	1999-09-20

S66 Uniform Combined State Law Examination

2003-02-25
S63 Uniform Securities Agent State Law Examination

1999-09-20

Designations

View on SEC IAPD