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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 2023-09-13
VA RA APPROVED 2023-08-02
  • TX RA
    APPROVED_RES
    Since 2023-09-13
  • VA RA
    APPROVED
    Since 2023-08-02

Branch Locations

1650 Tysons Blvd, Suite #150 7 #180, Tysons 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
Charles Schwab & Co., Inc. Reston VA 09/2018 Present
Fairfax County Public Schools Fairfax VA 01/2009 08/2018
Schwab Wealth Advisory, Inc. Tysons Corner VA 07/2023 Present
  • 09/2018 → Present
    Charles Schwab & Co., Inc.
    Reston, VA
  • 01/2009 → 08/2018
    Fairfax County Public Schools
    Fairfax, VA
  • 07/2023 → Present
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-27
S63 Uniform Securities Agent State Law Examination 2019-03-01
  • S66 Uniform Combined State Law Examination
    2019-08-27
  • S63 Uniform Securities Agent State Law Examination
    2019-03-01

View on SEC IAPD

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