William Antonio Gloer

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-01-30

CA RA
APPROVED

Since 2023-01-30

Branch Locations

11988 El Camino Real Suite 550, San Diego, CA 92130 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc	San Diego	CA	04/2002	Present
Charles Schwab Bank	San Diego	CA	02/2005	01/2023
Schwab Wealth Advisory, Inc	San Diego	CA	01/2023	Present

04/2002 → Present

Charles Schwab & Co., Inc

San Diego, CA
02/2005 → 01/2023

Charles Schwab Bank

San Diego, CA
01/2023 → Present

Schwab Wealth Advisory, Inc

San Diego, CA

Other Businesses

RENTAL SERVICES; 08/01/2018; PORTLAND, OREGON; NOT INVESTMENT RELATED; LANDLORD; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-06-02
S63	Uniform Securities Agent State Law Examination	1987-03-02

S65 Uniform Investment Adviser Law Examination

1998-06-02
S63 Uniform Securities Agent State Law Examination

1987-03-02

Designations

Other Names

Bill Anton Gloer
Bill Antonio Gloer

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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