Julia Robichaud

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-28
MI	RA	APPROVED	2026-07-27

CA RA
APPROVED

Since 2026-07-28
MI RA
APPROVED

Since 2026-07-27

Branch Locations

2 Park Plaza, Irvine, CA 92614 • 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

Organization	City	State	From	To
Mfs Fund Distributors, Inc.	Boston	MA	09/2020	04/2022
Next Generation Children's Center	Walpole	MA	10/2015	01/2017
Mfs Service Center	Quincy	MA	01/2017	09/2018
Mfs Service Center	Quincy	MA	09/2018	05/2020
Mfs Investment Management	Boston	MA	05/2020	09/2020
Charles Schwab & Co., Inc.	Irvine	CA	04/2022	Present
Charles Schwab Trust Bank	Chicago	IL	04/2022	07/2026
Schwab Wealth Advisory Inc.	Irvine	CA	07/2026	Present

09/2020 → 04/2022

Mfs Fund Distributors, Inc.

Boston, MA
10/2015 → 01/2017

Next Generation Children's Center

Walpole, MA
01/2017 → 09/2018

Mfs Service Center

Quincy, MA
09/2018 → 05/2020

Mfs Service Center

Quincy, MA
05/2020 → 09/2020

Mfs Investment Management

Boston, MA
04/2022 → Present

Charles Schwab & Co., Inc.

Irvine, CA
04/2022 → 07/2026

Charles Schwab Trust Bank

Chicago, IL
07/2026 → Present

Schwab Wealth Advisory Inc.

Irvine, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-09
S63	Uniform Securities Agent State Law Examination	2021-11-29

S66 Uniform Combined State Law Examination

2022-12-09
S63 Uniform Securities Agent State Law Examination

2021-11-29

Other Names

Julia Robichaud
Julia Marie Robichaud

View on SEC IAPD

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