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David Harry

Schwab Wealth Advisory, Inc.

Richfield, OH

Charles Schwab & Co., Inc.

Richfield, OH

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-24
  • OH RA
    APPROVED
    Since 2026-08-24

Branch Locations

4150 Kinross Lakes Parkway, Richfield, OH 44286 • United States

Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-04-29
  • OH RA
    APPROVED
    Since 2019-04-29

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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. Richfield OH 10/2018 Present
Habitat For Humanity East Central Ohio Canton OH 08/2016 11/2017
J.B. Harry And Associates Stow OH 12/2017 10/2018
Missing Mountain Brewing Co. Cuyahoga Falls OH 07/2018 10/2018
Schwab Wealth Advisory Inc. Richfield OH 08/2026 Present
  • 10/2018 → Present
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 08/2016 → 11/2017
    Habitat For Humanity East Central Ohio
    Canton, OH
  • 12/2017 → 10/2018
    J.B. Harry And Associates
    Stow, OH
  • 07/2018 → 10/2018
    Missing Mountain Brewing Co.
    Cuyahoga Falls, OH
  • 08/2026 → Present
    Schwab Wealth Advisory Inc.
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-29
  • S66 Uniform Combined State Law Examination
    2019-04-29
Other Names
  • Dave Harry

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
SIKICH FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
SIKICH FINANCIAL · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

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