Debra D. Armenta
Professional summary
Debra Darlene Armenta, who also goes by Debbie Armenta, Debbie Bushey, Debra Darlene Bushey ^, Debra Bushey, Debra Darlene Gonzales ^, Debra Gonzales, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Peoria, Arizona and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.
Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Debra has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Debra Darlene Armenta's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2022 - Present
SCHWAB WEALTH ADVISORY, INC.
November 14, 2013 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215January 11, 2021 - September 24, 2022
CHARLES SCHWAB & CO., INC.
October 9, 2018 - January 11, 2021
SCHWAB WEALTH ADVISORY, INC.
November 15, 2013 - October 9, 2018
CHARLES SCHWAB & CO., INC.
January 6, 2012 - November 20, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
January 5, 2012 - November 20, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
October 8, 2008 - February 28, 2011
CHARLES SCHWAB & CO., INC.
October 8, 2008 - February 28, 2011
CHARLES SCHWAB & CO., INC.
February 20, 2008 - July 30, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
January 29, 2008 - July 30, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
November 25, 1997 - May 19, 2003
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2015)
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(11/14/2013)
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(9/14/2022)
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Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
