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Lauren Ann Myrvik Melroy

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_RES 2022-01-04
WA RA APPROVED 2021-09-30
CO RA APPROVED 2017-06-21
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • WA RA
    APPROVED
    Since 2021-09-30
  • CO RA
    APPROVED
    Since 2017-06-21

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. Bellevue WA 08/2014 Present
Schwab Wealth Advisory Inc Bellevue WA 03/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-21
S63 Uniform Securities Agent State Law Examination 2016-01-27
  • S66 Uniform Combined State Law Examination
    2017-06-21
  • S63 Uniform Securities Agent State Law Examination
    2016-01-27
Designations
Other Names
  • Lauren Ann Myrvik Melroy
  • Lauren Ann Myrvik
  • Lauren Ann Melroy

View on SEC IAPD

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