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Patrick Ryan Yingst

Schwab Wealth Advisory, Inc.

San Francisco, CA

Westlake, TX

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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 2024-11-27
  • TX RA
    APPROVED
    Since 2024-11-27

Branch Locations

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

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
Edward Jones St Louis MO 07/2017 02/2018
Tti, Inc. Fort Worth TX 11/2013 07/2017
Charles Schwab & Co., Inc. Westlake TX 04/2018 Present
Schwab Wealth Advisory, Inc. Westlake TX 11/2024 Present
  • 07/2017 → 02/2018
    Edward Jones
    St Louis, MO
  • 11/2013 → 07/2017
    Tti, Inc.
    Fort Worth, TX
  • 04/2018 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2024 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Previous Registrations
  • 2017-11-02 → 2018-02-20
    Edward Jones
    Ft Worth, TX
    St Louis, MO
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-01
  • S66 Uniform Combined State Law Examination
    2017-11-01
Other Names
  • Patrick Yingst

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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