Best Investors Account Sign in
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-24
  • MN RA
    APPROVED
    Since 2025-11-24

Branch Locations

7825 Washington Avenue S, Minneapolis, MN 55439 • 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
University Of Minnesota Duluth MN 09/2015 12/2017
Lutheran Social Services Financial Counseling Duluth MN 01/2017 05/2017
U.S. Bank Minneapolis MN 05/2017 08/2017
Wells Fargo Duluth MN 10/2017 01/2018
Concinnus Financial Spokane WA 10/2017 05/2018
Waddell & Reed Bloomington MN 05/2018 01/2019
Waddell & Reed, Inc Bloomington MN 01/2019 04/2019
Atterro Inc. Burnsville MN 06/2016 06/2017
No B.S. Advising, Llc Savage MN 04/2019 12/2024
Hilton Garden Inn Savage MN 05/2019 06/2019
St. Paul Audobon Society Savage MN 05/2019 05/2020
Charles Schwab & Co., Inc Minneaspolis MN 09/2025 Present
Schwab Wealth Advisory Inc. Minneapolis MN 09/2025 Present
Computershare St Paul MN 10/2022 10/2023
Felton & Peel Wealth Management Atlanta GA 09/2021 12/2022
Ifri, Llc Minneapolis MN 10/2023 03/2024
Csl Plasma Minneapolis MN 06/2025 09/2025
Snorkel Al Redwood City CA 06/2025 09/2025
Uber San Francisco CA 05/2025 09/2025
Doordash San Francisco CA 05/2025 09/2025
Wells Fargo Shoreview MN 06/2024 08/2025
Rebiotix Roseville MN 11/2023 01/2024
Dominos Burnsville MN 10/2023 09/2025
Pacifica Burnsville Mall Burnsville MN 10/2023 04/2024
  • 09/2015 → 12/2017
    University Of Minnesota
    Duluth, MN
  • 01/2017 → 05/2017
    Lutheran Social Services Financial Counseling
    Duluth, MN
  • 05/2017 → 08/2017
    U.S. Bank
    Minneapolis, MN
  • 10/2017 → 01/2018
    Wells Fargo
    Duluth, MN
  • 10/2017 → 05/2018
    Concinnus Financial
    Spokane, WA
  • 05/2018 → 01/2019
    Waddell & Reed
    Bloomington, MN
  • 01/2019 → 04/2019
    Waddell & Reed, Inc
    Bloomington, MN
  • 06/2016 → 06/2017
    Atterro Inc.
    Burnsville, MN
  • 04/2019 → 12/2024
    No B.S. Advising, Llc
    Savage, MN
  • 05/2019 → 06/2019
    Hilton Garden Inn
    Savage, MN
  • 05/2019 → 05/2020
    St. Paul Audobon Society
    Savage, MN
  • 09/2025 → Present
    Charles Schwab & Co., Inc
    Minneaspolis, MN
  • 09/2025 → Present
    Minneapolis, MN
  • 10/2022 → 10/2023
    Computershare
    St Paul, MN
  • 09/2021 → 12/2022
    Felton & Peel Wealth Management
    Atlanta, GA
  • 10/2023 → 03/2024
    Ifri, Llc
    Minneapolis, MN
  • 06/2025 → 09/2025
    Csl Plasma
    Minneapolis, MN
  • 06/2025 → 09/2025
    Snorkel Al
    Redwood City, CA
  • 05/2025 → 09/2025
    Uber
    San Francisco, CA
  • 05/2025 → 09/2025
    Doordash
    San Francisco, CA
  • 06/2024 → 08/2025
    Wells Fargo
    Shoreview, MN
  • 11/2023 → 01/2024
    Rebiotix
    Roseville, MN
  • 10/2023 → 09/2025
    Dominos
    Burnsville, MN
  • 10/2023 → 04/2024
    Pacifica Burnsville Mall
    Burnsville, MN
Previous Registrations
  • 2020-01-16 → 2024-12-31
    No B.S. Advising
    Savage, MN
  • 2018-09-28 → 2019-04-23
    Waddell & Reed
    Savage, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-02
S66 Uniform Combined State Law Examination 2018-09-28
  • S63 Uniform Securities Agent State Law Examination
    2026-01-02
  • S66 Uniform Combined State Law Examination
    2018-09-28
Designations
Other Names
  • Samir Abdelsalam Bushra

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minneapolis, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor