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David Sessions

Schwab Wealth Advisory, Inc.

Phoenix, AZ

San Francisco, CA

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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 2025-12-23
  • AZ RA
    APPROVED
    Since 2025-12-23

Branch Locations

8040 South 48Th Street , Phoenix, AZ 85044 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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
Franke Beckett Llc Mesa AZ 07/2020 10/2020
Franke Sessions Beckett, Llc Annapolis MD 01/2018 07/2020
Law Office Of Frederick R. Fra Annapolis MD 05/2014 01/2018
Charles Schwab & Co., Inc. Phoenix AZ 11/2022 Present
Frazer Ryan Goldberg And Arnold, Llp Phoenix AZ 10/2020 11/2022
Schwab Wealth Advisory, Inc Phoenix AZ 12/2025 Present
  • 07/2020 → 10/2020
    Franke Beckett Llc
    Mesa, AZ
  • 01/2018 → 07/2020
    Franke Sessions Beckett, Llc
    Annapolis, MD
  • 05/2014 → 01/2018
    Law Office Of Frederick R. Fra
    Annapolis, MD
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 10/2020 → 11/2022
    Frazer Ryan Goldberg And Arnold, Llp
    Phoenix, AZ
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

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