Stephen Marcus Meyer

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_RES	2020-12-09
AZ	RA	APPROVED	2019-07-10

TX RA
APPROVED_RES

Since 2020-12-09
AZ RA
APPROVED

Since 2019-07-10

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
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.	Phoenix	AZ	12/2009	Present
Schwab Wealth Advisory, Inc.	Phoenix	AZ	06/2019	Present

12/2009 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
06/2019 → Present

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Previous Registrations

2017-01-17 → 2017-02-28

Schwab Wealth Advisory, Inc.

Phoenix, AZ
2009-01-23 → 2009-08-13

First Command Brokerage Services, Inc.

Glendale, AZ

Scottsdale, AZ

North Las Vegas, NV

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-12-24
S63	Uniform Securities Agent State Law Examination	2008-10-17

S65 Uniform Investment Adviser Law Examination

2008-12-24
S63 Uniform Securities Agent State Law Examination

2008-10-17

Other Names

Steve Meyer

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

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