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Bao Quoc Vo

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 7406754

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-27
  • TX RA
    APPROVED
    Since 2025-08-27

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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 Westlake TX 07/2021 06/2024
Vo International Llc Dba Emeli Kate Wichita KS 08/2019 07/2021
Clc Lodging Subsidiary Of Fleetcor Technologies Wichita KS 02/2017 08/2019
Beauty Nails - Learning How To Run A Nail Salon From My Brother Wichita KS 09/2016 02/2017
Scholfield Honda Wichita KS 07/2010 09/2016
Charles Schwab & Co., Inc. Westlake TX 10/2022 Present
Schwab Wealth Advisory Inc. Westlake TX 08/2025 Present
  • 07/2021 → 06/2024
    Td Ameritrade
    Westlake, TX
  • 08/2019 → 07/2021
    Vo International Llc Dba Emeli Kate
    Wichita, KS
  • 02/2017 → 08/2019
    Clc Lodging Subsidiary Of Fleetcor Technologies
    Wichita, KS
  • 09/2016 → 02/2017
    Beauty Nails - Learning How To Run A Nail Salon From My Brother
    Wichita, KS
  • 07/2010 → 09/2016
    Scholfield Honda
    Wichita, KS
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2025 → Present
    Westlake, TX
Previous Registrations
  • 2022-08-15 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Wichita, KS
    Whichita, KS
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-12
S63 Uniform Securities Agent State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2022-08-12
  • S63 Uniform Securities Agent State Law Examination
    2021-11-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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