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Mackenzie Stine

Schwab Wealth Advisory, Inc.

San Francisco, CA

Omaha, NE

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-10-31
AZ RA APPROVED 2022-08-30
  • NE RA
    APPROVED
    Since 2025-10-31
  • AZ RA
    APPROVED
    Since 2022-08-30

Branch Locations

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

200 South 108Th Ave., Omaha, NE 68154 • 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
Td Ameritrade, Inc. Omaha NE 06/2020 07/2022
Shallow River Emporium Plattsmouth NE 01/2020 06/2020
Unemployed Plattsmouth NE 09/2019 01/2020
5 Gallons Diner Tokyo 04/2017 08/2019
Interac Ueda, Nagano 03/2016 03/2017
Charles Schwab & Co., Inc. Omaha NE 02/2022 Present
Schwab Wealth Advisory, Inc. Omaha NE 02/2022 Present
  • 06/2020 → 07/2022
    Td Ameritrade, Inc.
    Omaha, NE
  • 01/2020 → 06/2020
    Shallow River Emporium
    Plattsmouth, NE
  • 09/2019 → 01/2020
    Unemployed
    Plattsmouth, NE
  • 04/2017 → 08/2019
    5 Gallons Diner
    Tokyo
  • 03/2016 → 03/2017
    Interac
    Ueda, Nagano
  • 02/2022 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 02/2022 → Present
    Schwab Wealth Advisory, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2020-10-15
  • S66 Uniform Combined State Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2020-10-15
Other Names
  • Mackenzie Stine
  • Mackenzie David Stine

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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