Cameron Jaden Heald

Schwab Wealth Advisory, Inc.

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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	2026-04-24

TX RA
APPROVED

Since 2026-04-24

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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

Organization	City	State	From	To
Indy Wealth Advisors	Fishers	IN	04/2025	09/2025
Football University	Indianapolis	IN	05/2024	06/2025
Captrust	Indianapolis	IN	01/2024	04/2024
Full Time Education	Indianapolis	IN	07/2021	Present
Next Levelz	Bradenton	FL	08/2020	06/2021
Full Time Education	Sarasota	FL	08/2017	05/2021
Full Time Education	Bradenton	FL	08/2014	05/2017
Charles Schwab & Co., Inc.	Westlake	TX	01/2026	Present
Schwab Wealth Advisory Inc	Westlake	TX	01/2026	Present

04/2025 → 09/2025

Indy Wealth Advisors

Fishers, IN
05/2024 → 06/2025

Football University

Indianapolis, IN
01/2024 → 04/2024

Captrust

Indianapolis, IN
07/2021 → Present

Full Time Education

Indianapolis, IN
08/2020 → 06/2021

Next Levelz

Bradenton, FL
08/2017 → 05/2021

Full Time Education

Sarasota, FL
08/2014 → 05/2017

Full Time Education

Bradenton, FL
01/2026 → Present

Charles Schwab & Co., Inc.

Westlake, TX
01/2026 → Present

Schwab Wealth Advisory Inc

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-24

S66 Uniform Combined State Law Examination

2026-04-24

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

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