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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-04-24 |
Branch Locations
500 Maryville University Drive, Saint Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 10/2020 | 12/2022 |
| Repco Solutions | St. Louis | MO | 02/2020 | 10/2020 |
| Snelling Staffing Services | Maryland Heights | MO | 07/2019 | 02/2020 |
| Kaizen Consulting | Creve Couer | MO | 01/2019 | 07/2019 |
| Nelson Tree Service | St. Louis | MO | 09/2016 | 12/2018 |
| Dorsey Tree Service | Florissant | MO | 06/2016 | 09/2016 |
| Saint Angela Merici | Florissant | MO | 06/2013 | 05/2017 |
| Charles Schwab And Co., Inc. | St. Louis | MO | 12/2022 | Present |
| Schwab Wealth Advisory, Inc, | St. Louis | MO | 01/2024 | Present |
1) Vetta Racquet Sports | Investment Related:No|10911 Gravois Industrial Ct |Sappington|Missouri|63128|USA|Sports/Physical Recreation|Pickleball Coach|4/4/2022|20-40|0.000000|Coaching multiple different levels of pickleball players ranging from beginners to intermediate levels through drills, leagues and open play. Help critiquing players skills to help them improve to the next level. Run leagues that are utilized for helping clients improve different skillsets in a live game environment. Assist running clinics teacher beginners on the basics of pickleball rules and learning different skills. Assist in clinics called "road to" in order to help improve tournament players for the next level.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-19 |
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