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Nathanael R Posada

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 2026-01-21
TX RA APPROVED 2023-01-03
  • CA RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2023-01-03

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
Charles Schwab & Co., Inc. Phoenix AZ 06/2018 Present
Paradise Valley Country Club Paradise Valley AZ 01/2016 05/2018
Grand Canyon Education Phoenix AZ 07/2017 05/2018
Schwab Wealth Advisory Inc Phoenix AZ 06/2021 Present
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2016 → 05/2018
    Paradise Valley Country Club
    Paradise Valley, AZ
  • 07/2017 → 05/2018
    Grand Canyon Education
    Phoenix, AZ
  • 06/2021 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-15
S63 Uniform Securities Agent State Law Examination 2019-01-31
  • S66 Uniform Combined State Law Examination
    2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    2019-01-31
Designations

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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