Lydia Lee Geisler

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-15
TX	RA	APPROVED	2025-12-15

CA RA
APPROVED

Since 2025-12-15
TX RA
APPROVED

Since 2025-12-15

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	San Diego	CA	10/2014	Present
Charles Schwab Bank	Plano	TX	04/2016	02/2022
Schwab Wealth Advisory, Inc	San Diego	CA	12/2025	Present

10/2014 → Present

Charles Schwab & Co., Inc.

San Diego, CA
04/2016 → 02/2022

Charles Schwab Bank

Plano, TX
12/2025 → Present

Schwab Wealth Advisory, Inc

San Diego, CA

Other Businesses

Rental Property| Not Investment Related |Carrollton, TX| Real Estate (Non-Agent/Broker) | Landlord | Start date 3.1.2022 | For less than 20 hours per month, none during trading hours | I own a home that I lease to renters. I pay the mortgage, HOA, and am responsible for addressing tenant issues on the home.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-18
S63	Uniform Securities Agent State Law Examination	2015-03-14

S66 Uniform Combined State Law Examination

2015-07-18
S63 Uniform Securities Agent State Law Examination

2015-03-14

Other Names

Lydia Lee Geister

View on SEC IAPD

More in Westlake, TX

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