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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 2025-10-09
  • TX RA
    APPROVED
    Since 2025-10-09

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
The Academy At Harvard Square Cambridge MA 06/2017 05/2018
Muy! Corporation San Antonio TX 09/2018 07/2020
Charles Schwab & Co., Inc. Austin TX 01/2023 Present
Full-Time Education Amherst MA 01/2015 05/2017
Extended Travel Cambridge MA 06/2018 08/2018
Unemployed Kyle TX 08/2020 12/2021
Instacart Austin TX 01/2022 06/2024
Lyft Austin TX 08/2022 06/2024
Uber Austin TX 11/2022 12/2023
Schwab Wealth Advisory, Inc. Austin TX 10/2025 Present
  • 06/2017 → 05/2018
    The Academy At Harvard Square
    Cambridge, MA
  • 09/2018 → 07/2020
    Muy! Corporation
    San Antonio, TX
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 01/2015 → 05/2017
    Full-Time Education
    Amherst, MA
  • 06/2018 → 08/2018
    Extended Travel
    Cambridge, MA
  • 08/2020 → 12/2021
    Unemployed
    Kyle, TX
  • 01/2022 → 06/2024
    Instacart
    Austin, TX
  • 08/2022 → 06/2024
    Lyft
    Austin, TX
  • 11/2022 → 12/2023
    Uber
    Austin, TX
  • 10/2025 → Present
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
S63 Uniform Securities Agent State Law Examination 2023-05-08
  • S66 Uniform Combined State Law Examination
    2025-04-23
  • S63 Uniform Securities Agent State Law Examination
    2023-05-08
Other Names
  • Tony Choi

View on SEC IAPD

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