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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-04 |
| AZ | RA | APPROVED | 2016-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2008 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 11/2015 | Present |
1) Amazon | Investment Related:No|Other|Part Time - Amazon Flex Delivery Driver|7/30/2023|Less than 20|0|I am seeking part time employment with Amazon as a 'Flex' part time driver delivering consumer goods to households. There is no financial services or investment related activities for this position
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-02 |
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