Porter R Draper

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-12-11
CO	RA	APPROVED	2018-08-03

TX RA
APPROVED_RES

Since 2020-12-11
CO RA
APPROVED

Since 2018-08-03

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Cetera Advisors Llc	Denver	CO	11/2015	10/2016
Moloney Securities Co., Inc.	Manchester	MO	01/2017	07/2018
Moloney Securities Asset Management Llc	Manchester	MO	01/2017	07/2018
Charles Schwab Wealth Advisory	Lone Tree	CO	07/2018	Present
Charles Schwab & Co., Inc	Lone Tree	CO	07/2018	Present

11/2015 → 10/2016

Cetera Advisors Llc

Denver, CO
01/2017 → 07/2018

Moloney Securities Co., Inc.

Manchester, MO
01/2017 → 07/2018

Moloney Securities Asset Management Llc

Manchester, MO
07/2018 → Present

Charles Schwab Wealth Advisory

Lone Tree, CO
07/2018 → Present

Charles Schwab & Co., Inc

Lone Tree, CO

Previous Registrations

2017-01-12 → 2018-07-20

Moloney Securities Asset Management Llc

Greenwood Village, CO

Denver, CO

Manchester, MO
2015-12-15 → 2016-10-31

Cetera Advisors Llc

Greenwood Village, CO
2013-12-16 → 2015-11-12

Rbc Capital Markets, Llc

Chicago, IL

Chicago, IL

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-09

S66 Uniform Combined State Law Examination

2007-08-09

Other Names

Porter Russell Draper

View on SEC IAPD

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