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Shannon Marie Foster

Schwab Wealth Advisory, Inc.

San Diego, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-27
AZ RA APPROVED 2021-08-06
  • CA RA
    APPROVED
    Since 2023-09-27
  • AZ RA
    APPROVED
    Since 2021-08-06

Branch Locations

11988 El Camino Real Suite 550, San Diego, CA 92130 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2019 05/2021
University Of Arizona Tucson AZ 08/2015 05/2019
Charles Schwab And Company Austin TX 05/2018 08/2018
Zoe Boutique Tucson AZ 08/2017 05/2018
Charles Schwab & Co.., Inc. San Diego CA 06/2021 Present
Schwab Wealth Advisory, Inc. San Diego CA 06/2021 Present
  • 08/2019 → 05/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2015 → 05/2019
    University Of Arizona
    Tucson, AZ
  • 05/2018 → 08/2018
    Charles Schwab And Company
    Austin, TX
  • 08/2017 → 05/2018
    Zoe Boutique
    Tucson, AZ
  • 06/2021 → Present
    Charles Schwab & Co.., Inc.
    San Diego, CA
  • 06/2021 → Present
    Schwab Wealth Advisory, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-31
S63 Uniform Securities Agent State Law Examination 2019-10-21
  • S66 Uniform Combined State Law Examination
    2021-07-31
  • S63 Uniform Securities Agent State Law Examination
    2019-10-21
Designations
Other Names
  • Shannon Marie Foster
  • Shannon Foster

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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