Omar Josue Urueta

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 05/2018
  T. Rowe Price
  Colorado Springs, CO
• 06/2013 → 06/2017
  Los Angeles City Citywide Aquatics
  Los Angeles, CA
• 10/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2018 → 07/2019
  T Rowe Price
  Colorado Springs, CO
• 07/2019 → 01/2020
  T Rowe Price
  Colorado Springs, CO
• 01/2020 → 10/2021
  T Rowe Price
  Colorado Springs, CO
• 10/2021 → 01/2025
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Previous Registrations

• 2021-12-16 → 2025-01-24
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2019-06-20 → 2021-10-14
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-06-19
• S63 Uniform Securities Agent State Law Examination
  2017-08-11

Other Names

• Omar Urueta