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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-10 |
| AZ | RA | APPROVED | 2013-01-24 |
Branch Locations
2423 E. Lincoln Drive, Phoenix, AZ 85016-1215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2009 | Present |
| Schwab Wealth Advisory Inc | Phoenix | AZ | 01/2013 | Present |
| Self Employed | Scottsdale | AZ | 09/2014 | 12/2017 |
| Omni Hotels | Scottsdale | AZ | 01/2017 | 06/2017 |
1) Independent Contractor | Investment Related:No|3621 E.Potter Dr. |Phoenix|AZ|85050|USA|Healthcare Services|Fitness Instructor|8/8/2011|Less than 20|0|As a 1099 employee, I will be instructing fitness through independent studios and homes. I will be earning income through fitness which can include instruction of exercise as well as video production or voice recordings., 2) The Village/DMB Clubs | Investment Related:No|18501 N Thompson Peak Pkwy|Scottsdale|AZ|85255|USA|Sports/Physical Recreation|Pilates/Fitness Instructor|8/4/2019|Less than 20|0|I will substitute fitness classes as available and as needed., 3) self | Investment Related:No|3621 E.Potter Dr|Phoenix|AZ|85050|USA|Printing/Publishing|author|7/1/2019|Less than 20|0|I am writing a book on the adoption process. It is a personal endeavor, but the book will be made for sale after it is published. It is not yet completed, published or available. - 10.5.2020 Update - Book published and available for sale. , 4) Self/Social Media Shopping Links | Investment Related:No|Other|Social Media shopping links|8/4/2026|Less than 20|0|I would post links to things I am using as a mom, dog mom, household, clothes, and other various items and through linking could earn commission from those products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-04 |
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