David Abed-rabboh
Professional summary
David Abed-rabboh, CIMA®, who also goes by David A. Rabo, David Abedrabo, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Westlake, Texas and CHARLES SCHWAB & CO., INC. located in Westlake, Texas.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. David has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 34, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Abed-rabboh's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2023 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262-8104September 1, 2023 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262August 21, 2023 - December 26, 2023
CHARLES SCHWAB & CO., INC.
March 28, 2022 - September 1, 2023
TD AMERITRADE, INC.
January 23, 2022 - October 14, 2022
TD AMERITRADE, INC.
January 23, 2018 - February 13, 2018
TD AMERITRADE, INC.
January 23, 2018 - September 7, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 21, 2017 - February 13, 2018
TD AMERITRADE, INC.
May 18, 2015 - February 16, 2017
SCOTTRADE, INC.
June 15, 2009 - May 27, 2010
BELLEVUE CHICAGO, LLC
June 29, 2007 - May 18, 2015
TD AMERITRADE, INC.
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
(9/5/2023)
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
