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Olivia May Dudley

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7502072

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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
CO RA APPROVED 2026-03-26
TX RA APPROVED 2026-03-26
  • CO RA
    APPROVED
    Since 2026-03-26
  • TX RA
    APPROVED
    Since 2026-03-26

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
Charles Schwab & Co., Inc. Lone Tree CO 03/2022 Present
Charles Schwab & Co., Inc. Lone Tree CO 06/2021 08/2021
Pinehurst Country Club Denver CO 06/2016 08/2018
The Club At Ravenna Littleton CO 05/2019 08/2019
Brookedale Senior Living Boulder CO 05/2020 04/2021
University Of Colorado At Boulder Boulder CO 08/2018 12/2021
Student Littleton CO 05/2012 07/2018
Charles Schwab Bank, Ssb Lone Tree CO 10/2023 03/2026
Schwab Wealth Advisory, Inc Lone Tree CO 03/2026 Present
  • 03/2022 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2021 → 08/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2016 → 08/2018
    Pinehurst Country Club
    Denver, CO
  • 05/2019 → 08/2019
    The Club At Ravenna
    Littleton, CO
  • 05/2020 → 04/2021
    Brookedale Senior Living
    Boulder, CO
  • 08/2018 → 12/2021
    University Of Colorado At Boulder
    Boulder, CO
  • 05/2012 → 07/2018
    Student
    Littleton, CO
  • 10/2023 → 03/2026
    Charles Schwab Bank, Ssb
    Lone Tree, CO
  • 03/2026 → Present
    Schwab Wealth Advisory, Inc
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-13
  • S66 Uniform Combined State Law Examination
    2022-12-13
Other Names
  • Olivia Dudley

View on SEC IAPD

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