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Anish Bamne

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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. Westlake TX 07/2023 Present
Unemployed Carrollton TX 05/2023 07/2023
Charles Schwab Lone Tree CO 06/2022 08/2022
The Heico Companies Warrenville IL 06/2021 08/2021
Spanera Llc Naperville IL 06/2020 08/2020
Full-Time Education Bloomington IN 08/2019 05/2023
Unemployed Aurora IL 05/2019 08/2019
Jb Pritzker For Governor Campaign Naperville IL 08/2018 11/2018
Mcdonald's Aurora IL 06/2018 09/2018
Full-Time Education Aurora IL 08/2015 05/2019
Schwab Wealth Advisory, Inc Westlake TX 11/2025 Present
  • 07/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2023 → 07/2023
    Unemployed
    Carrollton, TX
  • 06/2022 → 08/2022
    Charles Schwab
    Lone Tree, CO
  • 06/2021 → 08/2021
    The Heico Companies
    Warrenville, IL
  • 06/2020 → 08/2020
    Spanera Llc
    Naperville, IL
  • 08/2019 → 05/2023
    Full-Time Education
    Bloomington, IN
  • 05/2019 → 08/2019
    Unemployed
    Aurora, IL
  • 08/2018 → 11/2018
    Jb Pritzker For Governor Campaign
    Naperville, IL
  • 06/2018 → 09/2018
    Mcdonald's
    Aurora, IL
  • 08/2015 → 05/2019
    Full-Time Education
    Aurora, IL
  • 11/2025 → Present
    Schwab Wealth Advisory, Inc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-02
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2025-09-02
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05
Other Names
  • Anish Bamne
  • Ansih Bamne

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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