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Peyton Elisabeth Burke

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Heritage Eagle Bend Golf Club Aurora CO 01/2020 06/2020
University Of Colorado, Leeds School Of Business Boulder CO 05/2022 05/2023
Full Time Education Parker CO 06/2016 05/2020
Full Time Education Boulder CO 05/2020 Present
Unemployed Parker CO 05/2024 08/2024
University Of Colorado - Leeds School Of Business Boulder CO 05/2023 05/2024
Charles Schwab Westlake TX 08/2024 Present
  • 01/2020 → 06/2020
    Heritage Eagle Bend Golf Club
    Aurora, CO
  • 05/2022 → 05/2023
    University Of Colorado, Leeds School Of Business
    Boulder, CO
  • 06/2016 → 05/2020
    Full Time Education
    Parker, CO
  • 05/2020 → Present
    Full Time Education
    Boulder, CO
  • 05/2024 → 08/2024
    Unemployed
    Parker, CO
  • 05/2023 → 05/2024
    University Of Colorado - Leeds School Of Business
    Boulder, CO
  • 08/2024 → Present
    Charles Schwab
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18
Designations

View on SEC IAPD

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RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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