Best Investors Account Sign in

Bailey Burke

Schwab Wealth Advisory, Inc.

Los Angeles, CA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-03
TX RA APPROVED 2024-03-20
  • CA RA
    APPROVED
    Since 2025-03-03
  • TX RA
    APPROVED
    Since 2024-03-20

Branch Locations

2029 Century Park East Suite 940, Los Angeles, CA 90067 • 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 07/2018 02/2024
Farley For Arizona Phoenix AZ 11/2017 07/2018
Donte Tanner For Delegate Fairfax VA 08/2017 11/2017
Northern Arizona University Flagstaff AZ 08/2016 05/2017
Northern Arizona University Flagstaff AZ 02/2015 12/2016
Northern Arizona University Flagstaff AZ 08/2013 05/2017
Congressman Tom O'HAlleran Washington DC 05/2017 08/2017
Congressman Tom O'HAlleran Flagstaff AZ 01/2017 05/2017
Charles Schwab & Co., Inc Phoenix AZ 02/2024 Present
Schwab Wealth Advisory, Inc Phoenix AZ 02/2024 Present
  • 07/2018 → 02/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 11/2017 → 07/2018
    Farley For Arizona
    Phoenix, AZ
  • 08/2017 → 11/2017
    Donte Tanner For Delegate
    Fairfax, VA
  • 08/2016 → 05/2017
    Northern Arizona University
    Flagstaff, AZ
  • 02/2015 → 12/2016
    Northern Arizona University
    Flagstaff, AZ
  • 08/2013 → 05/2017
    Northern Arizona University
    Flagstaff, AZ
  • 05/2017 → 08/2017
    Congressman Tom O'HAlleran
    Washington, DC
  • 01/2017 → 05/2017
    Congressman Tom O'HAlleran
    Flagstaff, AZ
  • 02/2024 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 02/2024 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-22
S63 Uniform Securities Agent State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2021-01-22
  • S63 Uniform Securities Agent State Law Examination
    2018-09-07
Designations
Other Names
  • Bailey Burke
  • Bailey Marie Burke

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor