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Tatiana Nikolayevna Brownell

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2025-06-18
TX RA APPROVED_RES 2021-01-11
AZ RA APPROVED 2016-04-20
  • SD RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • AZ RA
    APPROVED
    Since 2016-04-20

Branch Locations

2423 E. Lincoln Drive, Phoenix, AZ 85016-1215 • 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. Phoenix AZ 11/2008 Present
Schwab Wealth Advisory Inc Phoenix AZ 04/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-24
S63 Uniform Securities Agent State Law Examination 2005-11-01
  • S66 Uniform Combined State Law Examination
    2015-09-24
  • S63 Uniform Securities Agent State Law Examination
    2005-11-01
Other Names
  • Shlotova
  • Tatiana Shlotova
  • Tatiana N Schmerer
  • Tatiana Nikolayevna Schmerer

View on SEC IAPD

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