Best Investors Account Sign in

Erin Victoria Boch

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-14
  • AZ RA
    APPROVED
    Since 2025-05-14

Branch Locations

2423 E Lincoln Drive, Phoenix, AZ 85016 • 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
Full-Time Education Scottsdale AZ 01/2012 05/2018
Tween Brands Inc Duluth MN 10/2016 04/2017
Inner Circle Scottsdale AZ 10/2017 05/2018
Tucson Robin Hood Inc Tempe AZ 05/2018 06/2025
Charles Schwab & Co., Inc. Phoenix AZ 10/2022 Present
Schwab Wealth Advisory Inc. Phoenix AZ 05/2025 Present
  • 01/2012 → 05/2018
    Full-Time Education
    Scottsdale, AZ
  • 10/2016 → 04/2017
    Tween Brands Inc
    Duluth, MN
  • 10/2017 → 05/2018
    Inner Circle
    Scottsdale, AZ
  • 05/2018 → 06/2025
    Tucson Robin Hood Inc
    Tempe, AZ
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 05/2025 → Present
    Schwab Wealth Advisory Inc.
    Phoenix, AZ
Other Businesses

1) 1209 Townley, LLC | Investment Related:No|8719 E Palm Ln|Scottsdale|AZ|85257|United States|Real Estate (Non-Agent/Broker)|Owner|4/2/2025|Less than 20|0|Owner and Manager of Rental Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-27
S63 Uniform Securities Agent State Law Examination 2023-02-15
  • S66 Uniform Combined State Law Examination
    2025-01-27
  • S63 Uniform Securities Agent State Law Examination
    2023-02-15

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor