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Yadira Oyuky Wright

Charles Schwab & Co., Inc.

Phoenix, AZ

Alvord, TX

CRD 7035669

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-16
  • TX RA
    APPROVED
    Since 2019-08-16

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • United States

Alvord, TX • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Alvord TX 10/2018 Present
1St National Bank Texas Killeen TX 05/2011 06/2018
Randolph-Brooks Federal Credit Union Austin TX 07/2018 10/2018
Charles Schwab Bank, Ssb Alvord TX 09/2020 06/2025
  • 10/2018 → Present
    Alvord, TX
  • 05/2011 → 06/2018
    1St National Bank Texas
    Killeen, TX
  • 07/2018 → 10/2018
    Randolph-Brooks Federal Credit Union
    Austin, TX
  • 09/2020 → 06/2025
    Charles Schwab Bank, Ssb
    Alvord, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-16
  • S66 Uniform Combined State Law Examination
    2019-08-16
Other Names
  • Yadira Oyuky Tena

View on SEC IAPD

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