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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 2021-09-24
  • TX RA
    APPROVED
    Since 2021-09-24

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
University Of North Texas Denton TX 01/2012 12/2019
Amazon Coppell TX 11/2016 12/2016
Fidelity Investments Westlake TX 07/2018 02/2021
Schwab Private Client Investment Advisory, Inc. Westlake TX 09/2021 Present
Charles Schwab & Co., Inc. Westlake TX 09/2021 Present
Unemployed Southlake TX 03/2021 09/2021
  • 01/2012 → 12/2019
    University Of North Texas
    Denton, TX
  • 11/2016 → 12/2016
    Amazon
    Coppell, TX
  • 07/2018 → 02/2021
    Fidelity Investments
    Westlake, TX
  • 09/2021 → Present
    Schwab Private Client Investment Advisory, Inc.
    Westlake, TX
  • 09/2021 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2021 → 09/2021
    Unemployed
    Southlake, TX
Previous Registrations
  • 2018-07-13 → 2021-02-03
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2018-04-30 → 2018-07-13
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-27
S63 Uniform Securities Agent State Law Examination 2017-02-24
  • S66 Uniform Combined State Law Examination
    2018-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-02-24
Other Names
  • Drew Armstrong Scott
  • Andrew Armstrong Scott
  • Andrew Scott
  • Drew Scott
  • Drew A. Scott
  • Andrew A Scott

View on SEC IAPD

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