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Emily Adele Anderson

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-03
TX RA APPROVED 2026-05-22
  • AZ RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Schwab Wealth Advisory, Inc Phoenix AZ 05/2026 Present
University Of Arizona Tucson AZ 03/2017 05/2019
Starbucks Coffee Company Tucson AZ 04/2019 02/2021
United States Department Of St Tucson AZ 11/2015 03/2017
Banner Health Mesa AZ 06/2022 01/2024
Charles Schwab & Co, Inc Phoenix AZ 01/2024 Present
Charles Schwab Phoenix AZ 02/2021 06/2021
Full Time Education Tucson AZ 08/2021 05/2023
  • 05/2026 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
  • 03/2017 → 05/2019
    University Of Arizona
    Tucson, AZ
  • 04/2019 → 02/2021
    Starbucks Coffee Company
    Tucson, AZ
  • 11/2015 → 03/2017
    United States Department Of St
    Tucson, AZ
  • 06/2022 → 01/2024
    Banner Health
    Mesa, AZ
  • 01/2024 → Present
    Charles Schwab & Co, Inc
    Phoenix, AZ
  • 02/2021 → 06/2021
    Charles Schwab
    Phoenix, AZ
  • 08/2021 → 05/2023
    Full Time Education
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-06
  • S66 Uniform Combined State Law Examination
    2025-10-06
Other Names
  • Emily A Anderson
  • Emily A Anderson
  • Emma Anderson
  • Emily Anderson

View on SEC IAPD

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