Linett Adriana Batiste

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-27
CO	RA	APPROVED	2022-01-19

TX RA
APPROVED

Since 2022-01-27
CO RA
APPROVED

Since 2022-01-19

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2018	07/2019
Target Corporation	Grand Prairie	TX	10/2017	09/2018
Nordstrom Inc	Dallas/Frisco	TX	04/2014	08/2017
Charles Schwab & Co., Inc.	Lone Tree	CO	07/2021	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	07/2021	Present
Fadal Construction	Dallas	TX	08/2019	06/2021

10/2018 → 07/2019

Edward Jones

St Louis, MO
10/2017 → 09/2018

Target Corporation

Grand Prairie, TX
04/2014 → 08/2017

Nordstrom Inc

Dallas/Frisco, TX
07/2021 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
07/2021 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO
08/2019 → 06/2021

Fadal Construction

Dallas, TX

Previous Registrations

2019-01-10 → 2019-07-10

Edward Jones

Dallas, TX

Dallas, TX

Dallas, TX

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-19

S66 Uniform Combined State Law Examination

2022-01-19

Other Names

Linett Arevalo
Linett Adriana Arevalo

View on SEC IAPD