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Kyle D Bosworth

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2022-07-26
  • TX RA
    APPROVED
    Since 2022-07-26

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Compass Group Usa El Paso TX 02/2020 05/2020
Utrgv Athletics Department Edinburg TX 11/2017 05/2019
Utrgv Department Of Biology Edinburg TX 11/2017 05/2019
Seattle Seahawks Seattle WA 08/2016 01/2017
Ut-Rgv Edinburg TX 08/2017 04/2020
Charles Schwab & Co., Inc. Westlake TX 05/2020 Present
Student El Paso TX 01/2011 05/2020
Schwab Wealth Advisory Inc Westlake TX 05/2022 Present
  • 02/2020 → 05/2020
    Compass Group Usa
    El Paso, TX
  • 11/2017 → 05/2019
    Utrgv Athletics Department
    Edinburg, TX
  • 11/2017 → 05/2019
    Utrgv Department Of Biology
    Edinburg, TX
  • 08/2016 → 01/2017
    Seattle Seahawks
    Seattle, WA
  • 08/2017 → 04/2020
    Ut-Rgv
    Edinburg, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2011 → 05/2020
    Student
    El Paso, TX
  • 05/2022 → Present
    Schwab Wealth Advisory Inc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-26
  • S66 Uniform Combined State Law Examination
    2022-07-26

View on SEC IAPD

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Other Investors

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VICTOR MURDAUGH WHITE
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RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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