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Emily Patricia Collins

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
TX RA APPROVED_RES 2025-07-23
AZ RA APPROVED 2025-06-24
  • TX RA
    APPROVED_RES
    Since 2025-07-23
  • AZ RA
    APPROVED
    Since 2025-06-24

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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 05/2018 Present
Bank Of America Chandler AZ 08/2017 05/2018
Discover Financial Services Phoenix AZ 08/2013 08/2017
Charles Schwab Bank, Ssb Chandler AZ 08/2021 06/2025
Schwab Wealth Advisory, Inc. Phoenix AZ 06/2025 Present
  • 05/2018 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2017 → 05/2018
    Bank Of America
    Chandler, AZ
  • 08/2013 → 08/2017
    Discover Financial Services
    Phoenix, AZ
  • 08/2021 → 06/2025
    Charles Schwab Bank, Ssb
    Chandler, AZ
  • 06/2025 → Present
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-22
S63 Uniform Securities Agent State Law Examination 2018-11-02
  • S66 Uniform Combined State Law Examination
    2022-12-22
  • S63 Uniform Securities Agent State Law Examination
    2018-11-02
Other Names
  • Emily Collins
  • Emily Sutton

View on SEC IAPD

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