Gregory Thomas May

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 07/2022
  Dave Rich Firework And Co
  Denton, TX
• 07/2023 → Present
  Charles Schwab Co., Inc.
  Westlake, TX
• 12/2020 → 12/2021
  Real Time Resolution
  Dallas, TX
• 08/2020 → 12/2020
  Unemployed
  Norman, OK
• 03/2020 → 08/2020
  Lowes
  Frisco, TX
• 08/2019 → 03/2020
  Unemployed
  Norman, OK
• 06/2019 → 08/2019
  Unemployed
  Frisco, TX
• 11/2018 → 06/2019
  Dough Society
  Plano, TX
• 08/2018 → 05/2019
  Michael Johnson Performance
  Mckinney, TX
• 08/2018 → 11/2018
  Mccallister's Deli
  Frisco, TX
• 03/2018 → 07/2018
  Unemployed
  Frisco, TX
• 10/2017 → 03/2018
  Spring Creek Bbq
  Frisco, TX
• 06/2017 → 10/2017
  Frisco Rough Riders
  Frisco, TX
• 01/2012 → 06/2017
  Unemployed
  Frisco, TX
• 08/2022 → 11/2022
  Unemployed
  Norman, OK
• 01/2023 → 07/2023
  Unemployed
  Norman, OK
• 06/2022 → 08/2022
  Charles Schwab Co., Inc.
  Austin, TX
• 12/2021 → 06/2022
  Unemployed
  Norman, OK
• 11/2022 → 01/2023
  Total Wine
  Plano, TX
• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27
• S63 Uniform Securities Agent State Law Examination
  2023-12-05

Other Names

• Greg May