Dukehart H W Macmillan

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2021 → 03/2022
  Brier Creek Country Club (Clubcorp)
  Raleigh, NC
• 08/2020 → 11/2020
  Coal Creek Golf Course
  Louisville, CO
• 06/2018 → 08/2020
  Doglife
  Broomfield, CO
• 06/2014 → 08/2017
  Linn Enterprises
  Wooster, OH
• 06/2010 → 08/2017
  Camelback Firehose
  Wooster, OH
• 08/2016 → 12/2020
  N/A
  Boulder, CO
• 12/2020 → 06/2021
  N/A
  Wooster, OH
• 06/2021 → Present
  Doordash
  Durham, NC
• 06/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) DoorDash | Investment Related:No|Other|Delivery Driver|6/15/2021|Less than 20|0|Deliver Food

Exams

• S66 Uniform Combined State Law Examination
  2024-08-14
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Dukehart Macmillan
• Dukehart H. W. Macmillan
• Dukehart Houston Wi Macmillan
• Dukehart Houston Wingfield Macmillan