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Timothy Deshea Grisby

Schwab Wealth Advisory, Inc.

St. Louis, MO

CRD 7424698

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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
MO RA APPROVED 2026-07-02
  • MO RA
    APPROVED
    Since 2026-07-02

Branch Locations

500 Maryville University Drive , St. Louis, MO 63141 • 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 St.LOuis MO 08/2021 01/2024
Minesense Technologies Ltd British Columbia 08/2020 12/2020
University Of Missouri Columbia MO 04/2019 06/2021
Prologistix Granite City IL 05/2018 08/2018
University Of Missouri Columbia MO 08/2017 06/2021
Captain Ds St.LOuis MO 04/2016 06/2019
Charles Schwab Bank Ssb Clayton MO 03/2024 06/2026
Charles Schwab & Co., Inc Clayton MO 03/2023 Present
Schwab Wealth Advisory, Inc. Clayton MO 06/2026 Present
  • 08/2021 → 01/2024
    Td Ameritrade
    St.LOuis, MO
  • 08/2020 → 12/2020
    Minesense Technologies Ltd
    British Columbia
  • 04/2019 → 06/2021
    University Of Missouri
    Columbia, MO
  • 05/2018 → 08/2018
    Prologistix
    Granite City, IL
  • 08/2017 → 06/2021
    University Of Missouri
    Columbia, MO
  • 04/2016 → 06/2019
    Captain Ds
    St.LOuis, MO
  • 03/2024 → 06/2026
    Charles Schwab Bank Ssb
    Clayton, MO
  • 03/2023 → Present
    Charles Schwab & Co., Inc
    Clayton, MO
  • 06/2026 → Present
    Clayton, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
S63 Uniform Securities Agent State Law Examination 2022-01-11
  • S66 Uniform Combined State Law Examination
    2023-07-10
  • S63 Uniform Securities Agent State Law Examination
    2022-01-11

View on SEC IAPD

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