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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 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Schwab Wealth Advisor Austin TX 05/2026 Present
Full-Time Education Austin TX 02/2015 12/2018
Vypr Installations Kyle TX 05/2018 10/2025
Arthur Financial Services Round Rock TX 08/2018 11/2018
Target Brooklyn Park MN 11/2018 05/2019
Empire Professional Baseball L Tupper Lake NY 05/2019 07/2019
Trent Reynolds Player Developm Lakeway TX 08/2019 11/2019
H-E-B Austin TX 02/2023 10/2025
Charles Schwab & Co., Inc Austin TX 04/2023 Present
  • 05/2026 → Present
    Schwab Wealth Advisor
    Austin, TX
  • 02/2015 → 12/2018
    Full-Time Education
    Austin, TX
  • 05/2018 → 10/2025
    Vypr Installations
    Kyle, TX
  • 08/2018 → 11/2018
    Arthur Financial Services
    Round Rock, TX
  • 11/2018 → 05/2019
    Target
    Brooklyn Park, MN
  • 05/2019 → 07/2019
    Empire Professional Baseball L
    Tupper Lake, NY
  • 08/2019 → 11/2019
    Trent Reynolds Player Developm
    Lakeway, TX
  • 02/2023 → 10/2025
    H-E-B
    Austin, TX
  • 04/2023 → Present
    Charles Schwab & Co., Inc
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11

View on SEC IAPD

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