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Nathan Kendrick Mccrillis

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
TX RA APPROVED_RES 2021-01-11
AZ RA APPROVED 2018-06-08
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • AZ RA
    APPROVED
    Since 2018-06-08

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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 04/2013 Present
Schwab Wealth Advisory Inc Phoenix AZ 07/2016 Present
Previous Registrations
  • 2012-09-21 → 2013-04-08
    Raymond James Financial Services Advisors, Inc
    Indianapolis, IN
  • 2011-04-21 → 2012-09-17
    Pnc Wealth Management Llc
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Woodburn, IN
    New Haven, IN
    Monroeville, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Carmel, IN
  • 2011-01-13 → 2011-04-14
    Sii Investments, Inc.
    Fort Wayne, IN
  • 2008-12-22 → 2011-01-19
    Thrivent Investment Management Inc.
    New Haven, IN
    New Haven, IN
    Laotto, IN
    Greenwood, IN
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-19
  • S66 Uniform Combined State Law Examination
    2008-12-19
Other Names
  • Nate K Mccrillis
  • Nathan K Mccrillis
  • Nate Mccrillis

View on SEC IAPD

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Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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