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Rene Rojas

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-30
  • AZ RA
    APPROVED
    Since 2024-05-30

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 08/2016 Present
Lady Be Ready Llc Phoenix AZ 03/2017 Present
Charles Schwab Bank, Ssb Phoenix AZ 12/2020 11/2023
Schwab Wealth Advisory Phoenix AZ 05/2024 Present
  • 08/2016 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 03/2017 → Present
    Lady Be Ready Llc
    Phoenix, AZ
  • 12/2020 → 11/2023
    Charles Schwab Bank, Ssb
    Phoenix, AZ
  • 05/2024 → Present
    Schwab Wealth Advisory
    Phoenix, AZ
Other Businesses

1) Rental property-passive income | Investment Related:No|Personal/Household Services|Owner |3/16/2026|Less than 20|0|Owner of a rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-28
Designations

View on SEC IAPD

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