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Davis Scott Pearce

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 7690150

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-22
  • AZ RA
    APPROVED
    Since 2025-12-22

Branch Locations

2423 E Lincoln Dr, 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
Charles Schwab & Co., Inc. Phoenix AZ 02/2023 Present
Casa Mia 2 Scottsdale AZ 08/2016 07/2017
Unemployed Tucson AZ 08/2017 04/2019
Roadhouse Cinemas Scottsdale AZ 05/2019 08/2019
Unemployed Tucson AZ 09/2019 11/2019
Roadhouse Cinemas Scottsdale AZ 12/2019 01/2020
Unemployed Tucson AZ 02/2020 05/2020
Doordash Scottsdale AZ 06/2020 08/2020
Unemployed Tucson AZ 09/2020 06/2021
Carvana Llc Tempe AZ 07/2021 02/2023
Schwab Wealth Advisory Inc Phoenix AZ 12/2025 Present
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2016 → 07/2017
    Casa Mia 2
    Scottsdale, AZ
  • 08/2017 → 04/2019
    Unemployed
    Tucson, AZ
  • 05/2019 → 08/2019
    Roadhouse Cinemas
    Scottsdale, AZ
  • 09/2019 → 11/2019
    Unemployed
    Tucson, AZ
  • 12/2019 → 01/2020
    Roadhouse Cinemas
    Scottsdale, AZ
  • 02/2020 → 05/2020
    Unemployed
    Tucson, AZ
  • 06/2020 → 08/2020
    Doordash
    Scottsdale, AZ
  • 09/2020 → 06/2021
    Unemployed
    Tucson, AZ
  • 07/2021 → 02/2023
    Carvana Llc
    Tempe, AZ
  • 12/2025 → Present
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-19
S63 Uniform Securities Agent State Law Examination 2023-06-21
  • S66 Uniform Combined State Law Examination
    2025-08-19
  • S63 Uniform Securities Agent State Law Examination
    2023-06-21

View on SEC IAPD

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