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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 | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atx Insurance Agency | Cedar Park | TX | 09/2023 | 02/2024 |
| Manna Taim Llc (Boba Tea Time) | Cedar Park | TX | 05/2021 | 02/2024 |
| Twin Creeks Cc | Cedar Park | TX | 04/2023 | 09/2023 |
| Full Time Education | Houston | TX | 09/2020 | Present |
| Full Time Education | Cedar Park | TX | 09/2013 | 09/2020 |
| Charles Schwab & Co., Inc. | Austin | TX | 02/2024 | Present |
| Schwab Wealth Advisory, Inc. | Austin | TX | 08/2026 | Present |
1) Manna Taim LLC (Boba Tea Time) | Investment Related:No|Food/Beverage Production|Manager|1/1/2025|Less than 20|0|It is a family-owned business that I help out sometimes. It is a very small coffee/tea shop. We also make/sell boba teas, coffees, and ice-cream.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-13 |
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