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Shayan Ashiq Ali Peerwani

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 2022-05-11
  • TX RA
    APPROVED
    Since 2022-05-11

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
Charles Schwab & Co., Inc. Westlake TX 02/2018 06/2018
Bank Of The Ozarks The Colony TX 09/2014 02/2018
University Of Texas At Dallas Richardson TX 08/2015 12/2017
Tiaa-Cref Individual & Institutional Services, Llc Lewisville TX 08/2018 02/2020
Tiaa Lewisville TX 08/2018 02/2020
Unemployed Carrollton TX 06/2018 08/2018
Charles Schwab & Co., Inc. Westlake TX 05/2020 Present
Charles Schwab Bank Westlake TX 05/2020 01/2022
Unemployed Carrollton TX 03/2020 04/2020
Schwab Wealth Advisory Inc Westlake TX 02/2022 Present
  • 02/2018 → 06/2018
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2014 → 02/2018
    Bank Of The Ozarks
    The Colony, TX
  • 08/2015 → 12/2017
    University Of Texas At Dallas
    Richardson, TX
  • 08/2018 → 02/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Lewisville, TX
  • 08/2018 → 02/2020
    Tiaa
    Lewisville, TX
  • 06/2018 → 08/2018
    Unemployed
    Carrollton, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2020 → 01/2022
    Charles Schwab Bank
    Westlake, TX
  • 03/2020 → 04/2020
    Unemployed
    Carrollton, TX
  • 02/2022 → Present
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-06
S63 Uniform Securities Agent State Law Examination 2018-04-12
  • S66 Uniform Combined State Law Examination
    2022-01-06
  • S63 Uniform Securities Agent State Law Examination
    2018-04-12
Other Names
  • Shayan Ashiq Ali Peerwani
  • Shayan A Peerwani

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