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Myra Michelle Lawson

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 7846345

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-07
  • CO RA
    APPROVED
    Since 2024-05-07

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Unemployed Aldie VA 02/2013 05/2020
Mission Bbq Herndon VA 05/2020 08/2020
Half Fast Subs Boulder CO 08/2020 03/2021
Full-Time Education Boulder CO 11/2020 05/2021
Full-Time Education Boulder CO 11/2022 03/2023
Rio Grande Boulder CO 05/2021 05/2022
Juno House Barcelona 05/2022 07/2022
Rio Grande Boulder CO 07/2022 11/2022
Rio Grande Boulder CO 03/2023 09/2023
Keybank Denver CO 09/2023 02/2024
Charles Schwab & Co., Inc. Lone Tree CO 02/2024 Present
Schwab Wealth Advisory, Inc. Lone Tree CO 05/2024 Present
  • 02/2013 → 05/2020
    Unemployed
    Aldie, VA
  • 05/2020 → 08/2020
    Mission Bbq
    Herndon, VA
  • 08/2020 → 03/2021
    Half Fast Subs
    Boulder, CO
  • 11/2020 → 05/2021
    Full-Time Education
    Boulder, CO
  • 11/2022 → 03/2023
    Full-Time Education
    Boulder, CO
  • 05/2021 → 05/2022
    Rio Grande
    Boulder, CO
  • 05/2022 → 07/2022
    Juno House
    Barcelona
  • 07/2022 → 11/2022
    Rio Grande
    Boulder, CO
  • 03/2023 → 09/2023
    Rio Grande
    Boulder, CO
  • 09/2023 → 02/2024
    Keybank
    Denver, CO
  • 02/2024 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2024 → Present
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-04
  • S66 Uniform Combined State Law Examination
    2024-05-04

View on SEC IAPD

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