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

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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. Austin TX 08/2023 Present
Ameriprise - Ecclesiastes Wealth Partners Richardson TX 05/2022 12/2022
Shiloh Bar And Grill Columbia MO 02/2021 07/2021
Old Hawthorne Country Club Columbia MO 05/2020 09/2020
Full-Time Education Columbia MO 08/2013 05/2020
Full-Time Education Columbia MO 09/2020 02/2021
Full-Time Education Columbia MO 07/2021 05/2022
Full-Time Education Columbia MO 12/2022 07/2023
Schwab Wealth Advisory Inc Austin TX 08/2023 Present
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 05/2022 → 12/2022
    Ameriprise - Ecclesiastes Wealth Partners
    Richardson, TX
  • 02/2021 → 07/2021
    Shiloh Bar And Grill
    Columbia, MO
  • 05/2020 → 09/2020
    Old Hawthorne Country Club
    Columbia, MO
  • 08/2013 → 05/2020
    Full-Time Education
    Columbia, MO
  • 09/2020 → 02/2021
    Full-Time Education
    Columbia, MO
  • 07/2021 → 05/2022
    Full-Time Education
    Columbia, MO
  • 12/2022 → 07/2023
    Full-Time Education
    Columbia, MO
  • 08/2023 → Present
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17

View on SEC IAPD

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