Harrison Smith

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-02-12

AZ RA
APPROVED

Since 2026-02-12

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
Full Time Education	Cave Creek	AZ	02/2016	05/2019
Us Bank	Phoenix	AZ	03/2023	05/2024
Full Time Education	Syracuse	NY	08/2019	05/2021
London Basketball Association	London	NY	05/2021	07/2021
Full Time Education	Syracuse	NY	08/2021	05/2022
Consolidated Electrical Distibutors	Scottsdale	AZ	05/2022	08/2022
Full Time Education	Syracuse	NY	08/2022	12/2022
Charles Schwab & Co., Inc.	Phoenix	AZ	06/2024	Present
Schwab Wealth Advisory, Inc.	Phoenix	AZ	02/2026	Present

02/2016 → 05/2019

Full Time Education

Cave Creek, AZ
03/2023 → 05/2024

Us Bank

Phoenix, AZ
08/2019 → 05/2021

Full Time Education

Syracuse, NY
05/2021 → 07/2021

London Basketball Association

London, NY
08/2021 → 05/2022

Full Time Education

Syracuse, NY
05/2022 → 08/2022

Consolidated Electrical Distibutors

Scottsdale, AZ
08/2022 → 12/2022

Full Time Education

Syracuse, NY
06/2024 → Present

Charles Schwab & Co., Inc.

Phoenix, AZ
02/2026 → Present

Schwab Wealth Advisory, Inc.

Phoenix, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-04
S63	Uniform Securities Agent State Law Examination	2024-03-09

S65 Uniform Investment Adviser Law Examination

2025-11-04
S63 Uniform Securities Agent State Law Examination

2024-03-09

View on SEC IAPD

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