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Joshua James Peerbolte

Schwab Wealth Advisory, Inc.

Tysons Corner, VA

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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 2026-02-04
VA RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2026-02-04
  • VA RA
    APPROVED
    Since 2025-10-27

Branch Locations

1650 Tysons Blvd Suite #150 & #180, Tysons Corner, VA 22102 • 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. Reston VA 03/2023 Present
Peerbolte's Printables Hedgesville WV 06/2021 08/2022
Full Time Education East Lansing MI 05/2020 12/2022
El Charro Mexican Restaurant King George VA 07/2019 03/2020
Full Time Education Fredricksburg VA 01/2013 05/2020
Charles Schwab Bank Ssb Reston VA 03/2024 10/2025
Schwab Wealth Advisory, Inc. Tysons Corner VA 10/2025 Present
  • 03/2023 → Present
    Charles Schwab & Co., Inc.
    Reston, VA
  • 06/2021 → 08/2022
    Peerbolte's Printables
    Hedgesville, WV
  • 05/2020 → 12/2022
    Full Time Education
    East Lansing, MI
  • 07/2019 → 03/2020
    El Charro Mexican Restaurant
    King George, VA
  • 01/2013 → 05/2020
    Full Time Education
    Fredricksburg, VA
  • 03/2024 → 10/2025
    Charles Schwab Bank Ssb
    Reston, VA
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc.
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-17
  • S66 Uniform Combined State Law Examination
    2023-06-17
Designations

View on SEC IAPD

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