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Barnabas F Choe

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
AZ RA APPROVED 2024-03-20
  • AZ RA
    APPROVED
    Since 2024-03-20

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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 10/2017 05/2021
Quicken Loans Scottdale AZ 08/2016 04/2017
Unemployed Glendale AZ 04/2017 10/2017
N/A Phoenix AZ 05/2021 01/2023
Ubiquitous Bookkeeping Services Llc Phoenix AZ 01/2023 12/2023
Charles Schwab & Co., Inc. Phoenix AZ 01/2024 Present
Schwab Wealth Advisory Inc Phoenix AZ 01/2024 Present
  • 10/2017 → 05/2021
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2016 → 04/2017
    Quicken Loans
    Scottdale, AZ
  • 04/2017 → 10/2017
    Unemployed
    Glendale, AZ
  • 05/2021 → 01/2023
    N/A
    Phoenix, AZ
  • 01/2023 → 12/2023
    Ubiquitous Bookkeeping Services Llc
    Phoenix, AZ
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2024 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
S63 Uniform Securities Agent State Law Examination 2018-05-03
  • S66 Uniform Combined State Law Examination
    2024-03-08
  • S63 Uniform Securities Agent State Law Examination
    2018-05-03
Other Names
  • Barnabas Choe

View on SEC IAPD

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