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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-24
TX RA APPROVED_RES 2026-08-24
  • NJ RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED_RES
    Since 2026-08-24

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • 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
Morgan Stanley Gilbert AZ 01/2024 05/2024
Fedex Services Phoenix AZ 05/2023 10/2023
Charles Schwab (Judge Group) Phoenix AZ 01/2023 05/2023
Automatic Data Processing (Adp) Tempe AZ 06/2022 08/2022
Fieldworks Llc Mesa AZ 02/2022 05/2022
Discover Card (Education At Work) Tempe AZ 12/2019 07/2021
Mcdonalds Corporation Gilbert AZ 07/2018 01/2019
Student Gilbert AZ 01/2013 07/2018
Student Tempe AZ 01/2019 12/2019
Student Tempe AZ 07/2021 02/2022
Student Tempe AZ 08/2022 01/2023
Unemployed Gilbert AZ 10/2023 01/2024
J.P. Morgan Securities Llc Tempe AZ 09/2024 07/2026
Jpmorgan Chase Bank, N.A. Tempe AZ 09/2024 07/2026
Simon Dental Care Gilbert AZ 07/2021 05/2022
Unemployed Gilbert AZ 06/2024 08/2024
Siha Llc Gilbert AZ 11/2025 Present
Schwab Wealth Advisory, Inc Orlando FL 08/2026 Present
Charles Schwab & Co, Inc Orlando FL 08/2026 Present
  • 01/2024 → 05/2024
    Morgan Stanley
    Gilbert, AZ
  • 05/2023 → 10/2023
    Fedex Services
    Phoenix, AZ
  • 01/2023 → 05/2023
    Charles Schwab (Judge Group)
    Phoenix, AZ
  • 06/2022 → 08/2022
    Automatic Data Processing (Adp)
    Tempe, AZ
  • 02/2022 → 05/2022
    Fieldworks Llc
    Mesa, AZ
  • 12/2019 → 07/2021
    Discover Card (Education At Work)
    Tempe, AZ
  • 07/2018 → 01/2019
    Mcdonalds Corporation
    Gilbert, AZ
  • 01/2013 → 07/2018
    Student
    Gilbert, AZ
  • 01/2019 → 12/2019
    Student
    Tempe, AZ
  • 07/2021 → 02/2022
    Student
    Tempe, AZ
  • 08/2022 → 01/2023
    Student
    Tempe, AZ
  • 10/2023 → 01/2024
    Unemployed
    Gilbert, AZ
  • 09/2024 → 07/2026
    Tempe, AZ
  • 09/2024 → 07/2026
    Jpmorgan Chase Bank, N.A.
    Tempe, AZ
  • 07/2021 → 05/2022
    Simon Dental Care
    Gilbert, AZ
  • 06/2024 → 08/2024
    Unemployed
    Gilbert, AZ
  • 11/2025 → Present
    Siha Llc
    Gilbert, AZ
  • 08/2026 → Present
    Orlando, FL
  • 08/2026 → Present
    Charles Schwab & Co, Inc
    Orlando, FL
Previous Registrations
Other Businesses

SiHa LLC | Investment related | Gilbert, AZ | Real Estate (Non-Agent/Broker) | Owner | 11/11/2025 | Less than 20 hours per month, all outside of market hours | Purchase properties and generate cash flow by renting to tenants

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-15
  • S66 Uniform Combined State Law Examination
    2024-04-15
Other Names
  • Simon J Kunthara
  • Simon J Kunthara

View on SEC IAPD

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