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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

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
OrganizationCityStateFromTo
1St Global Capital Group Dallas TX 01/2010 03/2018
Charles Schwab & Co., Inc. Westlake TX 04/2018 Present
Schwab Wealth Advisory Inc Westlake TX 09/2025 Present
  • 01/2010 → 03/2018
    1St Global Capital Group
    Dallas, TX
  • 04/2018 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2025 → Present
    Westlake, TX
Previous Registrations
  • 2012-11-19 → 2018-03-29
    1St Global Advisors Inc
    Dallas, TX
    Dallas, TX
  • 2007-01-03 → 2010-01-04
    Chase Investment Services Corp.
    Southlake, TX
    Arlington, TX
    Euless, TX
  • 2004-10-25 → 2006-12-15
    San Antonio, TX
    Boerne, TX
    San Antonio, TX
Other Businesses

1) Renee's Ribbons| Not investment related| Arlington, TX| Start 01/01/2018| Clothing/Textile Manufacturing| Owner| Less than 20 hours/month - 0 during trading hours| I make girls hair bows. 2) Swimply | Swimply.com is a booking app where you can list residential pools for rental. My pool is listed | Less than 20 hrs monthly | Start date 07.01.2022 3)P&J Vending LLC|Investment Related:No|Vending Machine|Owner |2024-02-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Vending machine owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-16
S63 Uniform Securities Agent State Law Examination 1998-08-13
  • S66 Uniform Combined State Law Examination
    2004-04-16
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13
Designations
Other Names
  • Felisha Hanalsonevans
  • Felisha Marie Haralson
  • Felisha Marie Evans

View on SEC IAPD

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