Best Investors Account Sign in

Eric Gerard Baytala

Schwab Wealth Advisory, Inc.

Chicago, IL

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-05-24
TX RA APPROVED 2023-05-01
  • IL RA
    APPROVED
    Since 2023-05-24
  • TX RA
    APPROVED
    Since 2023-05-01

Branch Locations

100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • 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. Chicago IL 10/2014 Present
Charles Schwab Bank, Ssb Lancaster PA 10/2014 04/2023
Schwab Wealth Advisory, Inc. Chicago IL 04/2023 Present
  • 10/2014 → Present
    Charles Schwab & Co., Inc.
    Chicago, IL
  • 10/2014 → 04/2023
    Charles Schwab Bank, Ssb
    Lancaster, PA
  • 04/2023 → Present
    Schwab Wealth Advisory, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-16
S63 Uniform Securities Agent State Law Examination 2009-04-25
  • S66 Uniform Combined State Law Examination
    2011-11-16
  • S63 Uniform Securities Agent State Law Examination
    2009-04-25
Designations

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor