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Joshua Ryan Slagill

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7410244

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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
AZ RA APPROVED 2024-02-01
  • AZ RA
    APPROVED
    Since 2024-02-01

Branch Locations

2423 E Lincoln, 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
Charles Schwab & Co., Inc. Phoenix AZ 07/2021 Present
Auto Cure Detailing Murrieta CA 06/2019 05/2021
Ivi Risk Murrieta CA 06/2019 05/2021
5 Star Students Temecula CA 01/2018 01/2019
Murrieta Valley Unified School District Murrieta CA 06/2015 05/2021
California State University San Marcos CA 08/2018 05/2021
Old Town Pub And Grub Temecula CA 06/2017 06/2019
Dixie State College Student St. Georgy UT 08/2015 06/2017
Schwab Wealth Advisory Phoenix AZ 01/2024 Present
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 06/2019 → 05/2021
    Auto Cure Detailing
    Murrieta, CA
  • 06/2019 → 05/2021
    Ivi Risk
    Murrieta, CA
  • 01/2018 → 01/2019
    5 Star Students
    Temecula, CA
  • 06/2015 → 05/2021
    Murrieta Valley Unified School District
    Murrieta, CA
  • 08/2018 → 05/2021
    California State University
    San Marcos, CA
  • 06/2017 → 06/2019
    Old Town Pub And Grub
    Temecula, CA
  • 08/2015 → 06/2017
    Dixie State College Student
    St. Georgy, UT
  • 01/2024 → Present
    Schwab Wealth Advisory
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17
Designations
  • Certified Financial Planner
Other Names
  • Josh Slagill
  • Joshua R Slagill

View on SEC IAPD

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