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Taylor Mcmain

Schwab Wealth Advisory, Inc.

Chicago, IL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-09
  • IL RA
    APPROVED
    Since 2026-07-09

Branch Locations

100 S Wacker , 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. Phoenix AZ 03/2013 07/2023
Charles Schwab Trust Bank Phoenix AZ 04/2021 07/2023
Charles Schwab Phoenix AZ 05/2013 04/2021
Beacon Pointe Advisors Scottsdale AZ 08/2023 06/2026
Charles Schwab & Co, Inc San Francisco CA 06/2026 Present
Schwab Wealth Advisory, Inc. Chicago IL 06/2026 Present
  • 03/2013 → 07/2023
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 04/2021 → 07/2023
    Charles Schwab Trust Bank
    Phoenix, AZ
  • 05/2013 → 04/2021
    Charles Schwab
    Phoenix, AZ
  • 08/2023 → 06/2026
    Beacon Pointe Advisors
    Scottsdale, AZ
  • 06/2026 → Present
    Charles Schwab & Co, Inc
    San Francisco, CA
  • 06/2026 → Present
    Schwab Wealth Advisory, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
S63 Uniform Securities Agent State Law Examination 2014-04-15
  • S66 Uniform Combined State Law Examination
    2026-07-29
  • S63 Uniform Securities Agent State Law Examination
    2014-04-15
Designations
Other Names
  • Taylor A Mcmain
  • Taylor Adam Mcmain

View on SEC IAPD

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