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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-02
  • AZ RA
    APPROVED
    Since 2024-01-02

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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. Phoenix AZ 08/2023 Present
Unemployed Tucson AZ 05/2023 08/2023
Sprouts Farmers Market Scottsdale AZ 05/2021 08/2021
Full-Time Education Tucson AZ 08/2019 05/2023
Chick Fil A Phoenix AZ 02/2018 08/2019
Full-Time Education Phoenix AZ 08/2015 08/2019
Schwab Wealth Advisory Inc Phoenix AZ 08/2023 Present
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 05/2023 → 08/2023
    Unemployed
    Tucson, AZ
  • 05/2021 → 08/2021
    Sprouts Farmers Market
    Scottsdale, AZ
  • 08/2019 → 05/2023
    Full-Time Education
    Tucson, AZ
  • 02/2018 → 08/2019
    Chick Fil A
    Phoenix, AZ
  • 08/2015 → 08/2019
    Full-Time Education
    Phoenix, AZ
  • 08/2023 → Present
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17
Designations
Other Names
  • Matt Torres

View on SEC IAPD

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