Best Investors Account Sign in

Kyle Brady-Lusk

Schwab Wealth Advisory, Inc.

Tyson Corner, VA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-26
VA RA APPROVED 2024-03-13
  • TX RA
    APPROVED
    Since 2024-03-26
  • VA RA
    APPROVED
    Since 2024-03-13

Branch Locations

1650 Tyson Corner Suite 150 & 180, Tyson Corner, VA 22102 • 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
Bland Landscaping Apex NC 07/2016 11/2016
Fidelity Investments Durham NC 11/2016 01/2020
Pruco Securities, Llc. Raleigh NC 01/2020 02/2024
Charles Schwab & Co., Inc Tysons Corner VA 02/2024 Present
Schwab Wealth Advisory, Inc Tysons Corner VA 02/2024 Present
  • 07/2016 → 11/2016
    Bland Landscaping
    Apex, NC
  • 11/2016 → 01/2020
    Fidelity Investments
    Durham, NC
  • 01/2020 → 02/2024
    Pruco Securities, Llc.
    Raleigh, NC
  • 02/2024 → Present
    Charles Schwab & Co., Inc
    Tysons Corner, VA
  • 02/2024 → Present
    Schwab Wealth Advisory, Inc
    Tysons Corner, VA
Previous Registrations
  • 2020-03-20 → 2024-02-29
    Pruco Securities, Llc.
    Charlotte, NC
    Raleigh, NC
    Greensbor, NC
    High Point, NC
    Lynchburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-24
S63 Uniform Securities Agent State Law Examination 2018-07-19
  • S65 Uniform Investment Adviser Law Examination
    2020-02-24
  • S63 Uniform Securities Agent State Law Examination
    2018-07-19
Designations
Other Names
  • Kyle James Lusk
  • Kyle Lusk

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SEIA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC
KAH CAPITAL MANAGEMENT, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Tyson Corner, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor