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Joshua M Dorrance

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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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_RES 2020-12-14
AZ RA APPROVED 2020-02-06
  • TX RA
    APPROVED_RES
    Since 2020-12-14
  • AZ RA
    APPROVED
    Since 2020-02-06

Branch Locations

Phoenix, AZ • 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
Charles Schwab & Co.,Inc. Phoenix AZ 08/2017 Present
University Of New Mexico School Of Medicine Albuquerque NM 07/2013 07/2017
Unm Albuquerque NM 08/2014 12/2016
Schwab Wealth Advisory Inc Phoenix AZ 01/2020 Present
  • 08/2017 → Present
    Charles Schwab & Co.,Inc.
    Phoenix, AZ
  • 07/2013 → 07/2017
    University Of New Mexico School Of Medicine
    Albuquerque, NM
  • 08/2014 → 12/2016
    Unm
    Albuquerque, NM
  • 01/2020 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-02
S63 Uniform Securities Agent State Law Examination 2018-01-16
  • S66 Uniform Combined State Law Examination
    2018-10-02
  • S63 Uniform Securities Agent State Law Examination
    2018-01-16

View on SEC IAPD

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