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Seth Decarlo Washington

Schwab Wealth Advisory, Inc.

Boston, MA

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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 2025-01-02
MA RA APPROVED 2024-10-17
  • TX RA
    APPROVED
    Since 2025-01-02
  • MA RA
    APPROVED
    Since 2024-10-17

Branch Locations

One International Place, Boston, MA 02110 • 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
Greystar Lubbock TX 08/2020 05/2021
Aspen Creek Grill Lubbock TX 02/2020 08/2020
Boxlunch Gifts Lubbock TX 10/2019 02/2020
Fidelity Investments Westlake TX 08/2021 08/2024
Lockton Companies Dallas TX 06/2018 08/2018
Full Time Education Knoxville TN 05/2017 06/2018
Full Time Education Dallas TX 08/2015 05/2017
Unemployed Austin TX 09/2018 09/2019
Charles Schwab & Co., Inc. Boston MA 09/2024 Present
Schwab Wealth Advisory, Inc. Boston MA 09/2024 Present
  • 08/2020 → 05/2021
    Greystar
    Lubbock, TX
  • 02/2020 → 08/2020
    Aspen Creek Grill
    Lubbock, TX
  • 10/2019 → 02/2020
    Boxlunch Gifts
    Lubbock, TX
  • 08/2021 → 08/2024
    Fidelity Investments
    Westlake, TX
  • 06/2018 → 08/2018
    Lockton Companies
    Dallas, TX
  • 05/2017 → 06/2018
    Full Time Education
    Knoxville, TN
  • 08/2015 → 05/2017
    Full Time Education
    Dallas, TX
  • 09/2018 → 09/2019
    Unemployed
    Austin, TX
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 09/2024 → Present
    Schwab Wealth Advisory, Inc.
    Boston, MA
Previous Registrations
  • 2022-01-27 → 2024-08-13
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-19
S63 Uniform Securities Agent State Law Examination 2021-04-10
  • S66 Uniform Combined State Law Examination
    2022-01-19
  • S63 Uniform Securities Agent State Law Examination
    2021-04-10
Other Names
  • Seth Decarlo Washington
  • Seth Washington

View on SEC IAPD

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