Teresa Schuelke

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-05-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
H. Beck, Inc.	Bethesda	MD	09/2015	12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	03/2018	03/2021
Moneta Financial Management	Gilbert	AZ	10/2015	12/2017
Seven Networking	Chandler	AZ	08/2011	03/2017
Mass Mutual	Springfield	MA	09/2015	09/2017
Bank Of America, N.A.	Chandler	AZ	04/2018	03/2021
Fidelity Investments	Chandler	AZ	03/2021	04/2026
Fidelity Investments	Boston	MA	03/2025	04/2026
Charles Schwab & Co., Inc.	Phoenix	AZ	03/2026	Present
Schwab Wealth Advisory, Inc.	Phoenix	AZ	03/2026	Present

09/2015 → 12/2017

H. Beck, Inc.

Bethesda, MD
03/2018 → 03/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
10/2015 → 12/2017

Moneta Financial Management

Gilbert, AZ
08/2011 → 03/2017

Seven Networking

Chandler, AZ
09/2015 → 09/2017

Mass Mutual

Springfield, MA
04/2018 → 03/2021

Bank Of America, N.A.

Chandler, AZ
03/2021 → 04/2026

Fidelity Investments

Chandler, AZ
03/2025 → 04/2026

Fidelity Investments

Boston, MA
03/2026 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
03/2026 → Present

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-03