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Yikedes Zerihun

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 2026-03-13
  • AZ RA
    APPROVED
    Since 2026-03-13

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Upgrade, Inc Phoenix CA 08/2019 11/2022
Emerchantclub, Phoenix AZ 08/2017 08/2019
Centurylink Phoenix AZ 03/2016 01/2017
Unemployed Phoenix AZ 11/2022 03/2023
Extended Travel Phoenix AZ 01/2017 08/2017
Schwab Wealth Advisory, Inc Phoenix AZ 03/2026 Present
  • 04/2023 → Present
    Charles Schwab & Co, Inc
    Phoenix, AZ
  • 08/2019 → 11/2022
    Upgrade, Inc
    Phoenix, CA
  • 08/2017 → 08/2019
    Emerchantclub,
    Phoenix, AZ
  • 03/2016 → 01/2017
    Centurylink
    Phoenix, AZ
  • 11/2022 → 03/2023
    Unemployed
    Phoenix, AZ
  • 01/2017 → 08/2017
    Extended Travel
    Phoenix, AZ
  • 03/2026 → Present
    Schwab Wealth Advisory, Inc
    Phoenix, AZ
Other Businesses

1) USMTA | Investment Related:No|14880 N Northsight Blvd|Scottsdale|Arizona |85260|USA|Sports/Physical Recreation|Judge/Inspector|1/31/2023|Less than 20|0|I Judge & help run Muay Thai competitions & tournaments throughout Arizona with the USMTA organization & get paid on a commission basis for whichever events I work.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-04
  • S66 Uniform Combined State Law Examination
    2025-12-04

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
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J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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