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Colton Austin Diehm

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 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-11

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
Emc Electrical Arlington TX 04/2018 09/2018
Home Depot Mesa AZ 02/2020 05/2021
Academy Sports And Outdoors Flower Mound TX 12/2020 02/2021
Charles Schwab & Co., Westlake TX 07/2023 Present
Unemployed Flower Mound TX 01/2013 04/2018
Unemployed Winfield KS 09/2018 02/2020
Unemployed Denton TX 05/2021 02/2022
Charles Schwab & Co., Inc. Westlake TX 02/2022 07/2022
Unemployed Flower Mound TX 07/2022 07/2023
Schwab Wealth Advisory, Inc Westlake TX 08/2026 Present
  • 04/2018 → 09/2018
    Emc Electrical
    Arlington, TX
  • 02/2020 → 05/2021
    Home Depot
    Mesa, AZ
  • 12/2020 → 02/2021
    Academy Sports And Outdoors
    Flower Mound, TX
  • 07/2023 → Present
    Charles Schwab & Co.,
    Westlake, TX
  • 01/2013 → 04/2018
    Unemployed
    Flower Mound, TX
  • 09/2018 → 02/2020
    Unemployed
    Winfield, KS
  • 05/2021 → 02/2022
    Unemployed
    Denton, TX
  • 02/2022 → 07/2022
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2022 → 07/2023
    Unemployed
    Flower Mound, TX
  • 08/2026 → Present
    Schwab Wealth Advisory, Inc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
S63 Uniform Securities Agent State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2026-04-20
  • S63 Uniform Securities Agent State Law Examination
    2024-01-19

View on SEC IAPD

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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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