David Alexander Bucannon

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-12-18

AZ RA
APPROVED

Since 2025-12-18

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

Organization	City	State	From	To
Assoicate Staffing	Chandler	AZ	01/2023	02/2023
Charles Schwab & Co., Inc.	Phoenix	AZ	04/2023	Present
Unemployed	Pullman	WA	08/2012	06/2017
Unemployed	Vacaville	CA	06/2017	10/2017
Hertz	Berkeley	CA	10/2017	01/2018
Unemployed	Vacaville	CA	01/2018	04/2018
Esurance	Mesa	AZ	04/2018	01/2020
Unemployed	Scottsdale	AZ	01/2020	05/2020
Mr.COoper	Chandler	AZ	05/2020	10/2022
Wemortgage	Scottsdale	AZ	10/2021	12/2022
American Mortgage Network	Scottsdale	AZ	12/2022	02/2023
Schwab Wealth Advisory Inc.	Phoenix	AZ	11/2025	Present

01/2023 → 02/2023

Assoicate Staffing

Chandler, AZ
04/2023 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
08/2012 → 06/2017

Unemployed

Pullman, WA
06/2017 → 10/2017

Unemployed

Vacaville, CA
10/2017 → 01/2018

Hertz

Berkeley, CA
01/2018 → 04/2018

Unemployed

Vacaville, CA
04/2018 → 01/2020

Esurance

Mesa, AZ
01/2020 → 05/2020

Unemployed

Scottsdale, AZ
05/2020 → 10/2022

Mr.COoper

Chandler, AZ
10/2021 → 12/2022

Wemortgage

Scottsdale, AZ
12/2022 → 02/2023

American Mortgage Network

Scottsdale, AZ
11/2025 → Present

Schwab Wealth Advisory Inc.

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-15
S63	Uniform Securities Agent State Law Examination	2023-09-25

S66 Uniform Combined State Law Examination

2025-12-15
S63 Uniform Securities Agent State Law Examination

2023-09-25

Other Names

David Bucannon

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

HEATH EDWARD WHETSEL

JOSEPH JOHN MCNAUGHTON

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

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