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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heck Mowing Services | Panhandle | TX | 05/2017 | 05/2023 |
| Unemployed | Panhandle | TX | 05/2014 | 05/2017 |
| Unemployed | Lubbock | TX | 08/2023 | 12/2023 |
| Heck Mowing Services | Lubbock | TX | 12/2023 | 08/2024 |
| Charles Schwab | Westlake | TX | 06/2023 | 08/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2024 | Present |
| Schwab Wealth Advisory Inc | Westlake | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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