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Greer Henderson

Schwab Wealth Advisory, Inc.

Atlanta, GA

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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 2026-01-03
GA RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2026-01-03
  • GA RA
    APPROVED
    Since 2025-08-12

Branch Locations

3424 Peachtree Road, Ne, Suite 1750, Atlanta, GA 30326 • 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
Morgan Stanley Alpharetta GA 07/2020 08/2022
University Of Georgia Campus Transit Athens GA 02/2016 05/2018
Cintas Corporation Chattanooga TN 06/2018 04/2020
Unemployed Chattanooga TN 04/2020 06/2020
E*Trade Securities Llc Alpharetta GA 07/2020 08/2022
J.P. Morgan Securities Llc Atlanta GA 08/2022 07/2025
Jpmorgan Chase Bank, N.A. Atlanta GA 08/2022 07/2025
Enterprise Holdings Atlanta GA 05/2017 08/2017
Charles Schwab & Co., Inc. Atlanta GA 07/2025 Present
Schwab Wealth Advisory, Inc. Atlanta GA 07/2025 Present
  • 07/2020 → 08/2022
    Morgan Stanley
    Alpharetta, GA
  • 02/2016 → 05/2018
    University Of Georgia Campus Transit
    Athens, GA
  • 06/2018 → 04/2020
    Cintas Corporation
    Chattanooga, TN
  • 04/2020 → 06/2020
    Unemployed
    Chattanooga, TN
  • 07/2020 → 08/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2022 → 07/2025
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 08/2022 → 07/2025
    Jpmorgan Chase Bank, N.A.
    Atlanta, GA
  • 05/2017 → 08/2017
    Enterprise Holdings
    Atlanta, GA
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-04
S63 Uniform Securities Agent State Law Examination 2021-02-08
  • S66 Uniform Combined State Law Examination
    2022-11-04
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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