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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-17
AZ RA APPROVED 2026-04-16
TX RA APPROVED 2026-04-13
  • LA RA
    APPROVED
    Since 2026-04-17
  • AZ RA
    APPROVED
    Since 2026-04-16
  • TX RA
    APPROVED
    Since 2026-04-13

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85044 • 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 04/2023 Present
Ups Phoenix AZ 10/2022 01/2023
Bnb Formula Charleston SC 06/2022 09/2022
Personafi Las Vegas NV 09/2020 05/2022
Personafi Las Vegas NV 03/2020 05/2022
Culinary Dropout Tempe AZ 10/2019 03/2020
Unemployed Phoenix AZ 08/2019 09/2019
Canyon State Carbonic Tempe AZ 10/2018 07/2019
Unemployed Phoenix AZ 07/2018 09/2018
Patron Mobile San Jose CA 08/2017 06/2018
Unemployed Phoenix AZ 06/2017 08/2017
Epic Valet Phoenix AZ 07/2016 06/2017
Schwab Wealth Advisory, Inc Phoenix AZ 04/2026 Present
  • 04/2023 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 10/2022 → 01/2023
    Ups
    Phoenix, AZ
  • 06/2022 → 09/2022
    Bnb Formula
    Charleston, SC
  • 09/2020 → 05/2022
    Personafi
    Las Vegas, NV
  • 03/2020 → 05/2022
    Personafi
    Las Vegas, NV
  • 10/2019 → 03/2020
    Culinary Dropout
    Tempe, AZ
  • 08/2019 → 09/2019
    Unemployed
    Phoenix, AZ
  • 10/2018 → 07/2019
    Canyon State Carbonic
    Tempe, AZ
  • 07/2018 → 09/2018
    Unemployed
    Phoenix, AZ
  • 08/2017 → 06/2018
    Patron Mobile
    San Jose, CA
  • 06/2017 → 08/2017
    Unemployed
    Phoenix, AZ
  • 07/2016 → 06/2017
    Epic Valet
    Phoenix, AZ
  • 04/2026 → Present
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-05
S63 Uniform Securities Agent State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2026-02-05
  • S63 Uniform Securities Agent State Law Examination
    2023-09-25

View on SEC IAPD

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