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Stephen Richard Isaacs

Schwab Wealth Advisory, Inc.

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 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

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
Edward Jones Plano TX 10/2017 12/2018
Fedex Services Newark NJ 10/2015 09/2017
Td Ameritrade Southlake TX 01/2019 02/2020
Charles Schwab & Co., Inc. Westlake TX 03/2020 Present
Schwab Wealth Advisory, Inc. Westlake TX 06/2025 Present
  • 10/2017 → 12/2018
    Edward Jones
    Plano, TX
  • 10/2015 → 09/2017
    Fedex Services
    Newark, NJ
  • 01/2019 → 02/2020
    Td Ameritrade
    Southlake, TX
  • 03/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2025 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Previous Registrations
  • 2021-05-18 → 2022-07-26
    Td Ameritrade, Inc.
    Omaha, NE
    Westlake, TX
  • 2017-12-14 → 2019-01-03
    Edward Jones
    Dallas, TX
    St Louis, MO
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-13
  • S66 Uniform Combined State Law Examination
    2017-12-13
Designations

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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