Ami Lajuana Beck

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
AZ	RA	APPROVED	2025-12-11
CO	RA	APPROVED	2021-07-13

AZ RA
APPROVED

Since 2025-12-11
CO RA
APPROVED

Since 2021-07-13

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc.	Santa Barbara	CA	01/2018	09/2020
Unemployed	Lone Tree	CO	07/2016	12/2017
Colorado State University	Fort Collins	CO	12/2014	11/2016
Charles Schwab Bank	Santa Barbara	CA	05/2018	09/2020
Schwab Wealth Advisory Inc	Lone Tree	CO	03/2021	Present
Charles Schwab & Co., Inc.	Lone Tree	CO	03/2021	Present
Raytheon	Goleta	CA	10/2020	01/2021

01/2018 → 09/2020

Charles Schwab & Co., Inc.

Santa Barbara, CA
07/2016 → 12/2017

Unemployed

Lone Tree, CO
12/2014 → 11/2016

Colorado State University

Fort Collins, CO
05/2018 → 09/2020

Charles Schwab Bank

Santa Barbara, CA
03/2021 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO
03/2021 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
10/2020 → 01/2021

Raytheon

Goleta, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-13
S63	Uniform Securities Agent State Law Examination	2018-10-26

S66 Uniform Combined State Law Examination

2021-07-13
S63 Uniform Securities Agent State Law Examination

2018-10-26

Other Names

Ami Lajuana Tuminello

View on SEC IAPD

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