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Andrew K Bennett

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2019-01-03
  • TX RA
    APPROVED
    Since 2019-01-03

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
Charles Schwab & Co.,Inc Westlake TX 02/2013 Present
Charles Schwab Bank Plano TX 02/2013 12/2018
Schwab Wealth Advisory Inc Westlake TX 01/2019 Present
  • 02/2013 → Present
    Charles Schwab & Co.,Inc
    Westlake, TX
  • 02/2013 → 12/2018
    Charles Schwab Bank
    Plano, TX
  • 01/2019 → Present
    Schwab Wealth Advisory Inc
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-07
  • S66 Uniform Combined State Law Examination
    2011-10-07
Designations
Other Names
  • Andy Kyle Bennett
  • Andy Kyle Bennett
  • Andrew Kyle Bennett

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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