Kyle Eric Vincent

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-01-04
CO	RA	APPROVED	2020-12-24

TX RA
APPROVED_RES

Since 2021-01-04
CO RA
APPROVED

Since 2020-12-24

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Unemployed	Yukon	OK	04/2016	11/2016
Scottrade, Inc.	Westminster	CO	11/2016	03/2018
Charles Schwab & Co., Inc.	Lone Tree	CO	03/2018	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	12/2020	Present

04/2016 → 11/2016

Unemployed

Yukon, OK
11/2016 → 03/2018

Scottrade, Inc.

Westminster, CO
03/2018 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
12/2020 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-08
S63	Uniform Securities Agent State Law Examination	2017-01-04

S66 Uniform Combined State Law Examination

2018-11-08
S63 Uniform Securities Agent State Law Examination

2017-01-04

View on SEC IAPD

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