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David Arthur Bruno

Schwab Wealth Advisory, Inc.

Atlanta, GA

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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 2025-08-15
GA RA APPROVED 2025-07-31
  • TX RA
    APPROVED
    Since 2025-08-15
  • GA RA
    APPROVED
    Since 2025-07-31

Branch Locations

3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • 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
Usaa Financial Planning Services Atlanta GA 09/2011 05/2020
Usaa Financial Advisors, Inc. Atlanta GA 09/2011 05/2020
Usaa Investment Management Company Atlanta GA 01/2018 05/2020
Charles Schwab & Co., Inc. Atlanta GA 05/2020 Present
Charles Schwab Bank, Ssb Atlanta GA 05/2020 07/2025
Schwab Wealth Advisory, Inc Atlanta GA 07/2025 Present
  • 09/2011 → 05/2020
    Usaa Financial Planning Services
    Atlanta, GA
  • 09/2011 → 05/2020
    Usaa Financial Advisors, Inc.
    Atlanta, GA
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Atlanta, GA
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
  • 05/2020 → 07/2025
    Charles Schwab Bank, Ssb
    Atlanta, GA
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc
    Atlanta, GA
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
    Atlanta, GA
  • 2011-10-14 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-01
  • S66 Uniform Combined State Law Examination
    2010-04-01
Designations
Other Names
  • Dave Bruno

View on SEC IAPD

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NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

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CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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