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Roshni Vasa

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-17

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Pnc Bank Carmel IN 09/2025 03/2026
Charles Schwab Omaha NE 06/2025 08/2025
State Farm Agency Brownsburg IN 06/2024 09/2024
Unemployed Fishers IN 10/2024 05/2025
Purdue University West Lafayette IN 12/2022 02/2023
Unemployed Noblesville IN 05/2022 11/2022
Unemployed Visakhapatnam 01/2016 04/2022
Unemployed Fishers IN 03/2023 07/2024
Charels Schwab & Co., Inc. Westlake TX 04/2026 Present
Schwab Wealth Advisory Inc Westlake TX 04/2026 Present
  • 09/2025 → 03/2026
    Pnc Bank
    Carmel, IN
  • 06/2025 → 08/2025
    Charles Schwab
    Omaha, NE
  • 06/2024 → 09/2024
    State Farm Agency
    Brownsburg, IN
  • 10/2024 → 05/2025
    Unemployed
    Fishers, IN
  • 12/2022 → 02/2023
    Purdue University
    West Lafayette, IN
  • 05/2022 → 11/2022
    Unemployed
    Noblesville, IN
  • 01/2016 → 04/2022
    Unemployed
    Visakhapatnam
  • 03/2023 → 07/2024
    Unemployed
    Fishers, IN
  • 04/2026 → Present
    Charels Schwab & Co., Inc.
    Westlake, TX
  • 04/2026 → Present
    Schwab Wealth Advisory Inc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-17
  • S66 Uniform Combined State Law Examination
    2026-07-17

View on SEC IAPD

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MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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