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Austin Joshua Pettitt

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7501596

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-17
CO RA APPROVED 2026-04-14
  • TX RA
    APPROVED
    Since 2026-07-17
  • CO RA
    APPROVED
    Since 2026-04-14

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Goetz Physical Culture Center Glen Rose TX 09/2017 01/2020
N/A Glen Rose TX 09/2017 01/2020
Unemployed Platteville CO 08/2015 09/2017
United States Army Fort Knox KY 01/2020 05/2022
Td Ameritrade Southlake TX 05/2022 06/2024
Charles Schwab And Co., Inc. Omaha NE 01/2024 Present
Charles Schwab Bank Omaha NE 05/2025 04/2026
Schwab Wealth Advisory Inc. Lone Tree CO 04/2026 Present
  • 09/2017 → 01/2020
    Goetz Physical Culture Center
    Glen Rose, TX
  • 09/2017 → 01/2020
    N/A
    Glen Rose, TX
  • 08/2015 → 09/2017
    Unemployed
    Platteville, CO
  • 01/2020 → 05/2022
    United States Army
    Fort Knox, KY
  • 05/2022 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 01/2024 → Present
    Charles Schwab And Co., Inc.
    Omaha, NE
  • 05/2025 → 04/2026
    Charles Schwab Bank
    Omaha, NE
  • 04/2026 → Present
    Lone Tree, CO
Other Businesses

1) Self|Investment Related: No|Strength and Conditioning|Strength and Conditioning Coach|5/17/2024|Less than 20 hour/month - 0 during trading hours|Zero financial services or investments. I will provide Strength and Conditioning services to active duty military and aspiring. I also specialize in sports performance and weight loss. 2) Self|Investment Related:No|Ft. Worth;Tx;76137;USA|Real Estate (Non-Agent/Broker)|Landlord|2024-08-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My role is to manage my previous house as a rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-03
S63 Uniform Securities Agent State Law Examination 2022-09-27
  • S66 Uniform Combined State Law Examination
    2024-08-03
  • S63 Uniform Securities Agent State Law Examination
    2022-09-27

View on SEC IAPD

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