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Scott Joseph Shannon

Schwab Wealth Advisory, Inc.

Westlake, TX

San Francisco, CA

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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 2025-10-23
  • TX RA
    APPROVED
    Since 2025-10-23

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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 11/2021 Present
The University Of Texas At Dallas Richardson TX 08/2016 08/2020
Papa John's International Richardson TX 10/2017 05/2018
Health Management Systems Irving TX 05/2019 08/2019
Staples Gurley AL 03/2021 08/2021
Unemployed Gurley AL 08/2021 11/2021
Unemployed Gurley AL 08/2020 03/2021
Schwab Wealth Advisory, Inc. Westlake TX 10/2025 Present
  • 11/2021 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2016 → 08/2020
    The University Of Texas At Dallas
    Richardson, TX
  • 10/2017 → 05/2018
    Papa John's International
    Richardson, TX
  • 05/2019 → 08/2019
    Health Management Systems
    Irving, TX
  • 03/2021 → 08/2021
    Staples
    Gurley, AL
  • 08/2021 → 11/2021
    Unemployed
    Gurley, AL
  • 08/2020 → 03/2021
    Unemployed
    Gurley, AL
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
S63 Uniform Securities Agent State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2024-09-09
  • S63 Uniform Securities Agent State Law Examination
    2022-09-12
Other Names
  • Scott Shannon

View on SEC IAPD

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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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