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Cole Bialek

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-04-11
  • AZ RA
    APPROVED
    Since 2025-04-11

Branch Locations

8040 South 48Th Street, Phoenix, AZ 85044 • 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. Phoenix AZ 01/2023 Present
Unemployed Mesa AZ 01/2012 05/2017
Mesa Public Schools Mesa AZ 06/2017 07/2017
Full-Time Education Prescott AZ 08/2017 05/2019
Panera Mesa AZ 06/2019 08/2019
Full-Time Education Tempe AZ 08/2019 05/2022
Rufenacht Commodities Phoenix AZ 06/2020 07/2020
The Porch Tempe AZ 05/2021 01/2023
Schwab Wealth Advisory Inc. Phoenix AZ 04/2025 Present
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2012 → 05/2017
    Unemployed
    Mesa, AZ
  • 06/2017 → 07/2017
    Mesa Public Schools
    Mesa, AZ
  • 08/2017 → 05/2019
    Full-Time Education
    Prescott, AZ
  • 06/2019 → 08/2019
    Panera
    Mesa, AZ
  • 08/2019 → 05/2022
    Full-Time Education
    Tempe, AZ
  • 06/2020 → 07/2020
    Rufenacht Commodities
    Phoenix, AZ
  • 05/2021 → 01/2023
    The Porch
    Tempe, AZ
  • 04/2025 → Present
    Schwab Wealth Advisory Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2024-10-23
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24

View on SEC IAPD

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