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Schwab Wealth Advisory, Inc. CRD 159035
168,774 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Los Alamitos | CA | 08/2012 | 08/2020 |
| Full-Time Education | Tempe | AZ | 08/2020 | 06/2023 |
| Full-Time Education | Tempe | AZ | 08/2023 | 08/2024 |
| Adim Technology | Santa Ana | CA | 08/2018 | 08/2020 |
| Learn 2 Rip Surfing And Ocean Academy | Huntington Beach | CA | 06/2021 | 08/2021 |
| Stryve Foods | Plano | TX | 08/2021 | 08/2022 |
| Learn 2 Rip Surfing And Ocean Academy | Surf Instructor | CA | 06/2022 | 08/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2023 | 08/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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