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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

Anthony Brent Owen

Advisor at SCHWAB WEALTH ADVISORY, INC.

SAN FRANCISCO, CA | Atlanta, GA

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Search this name across graphsid dfx:ria:46c7719e-9115-4bdd-5050-b3276df27ebc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 24, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 13, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 13, 2011
First registration: Jun 24, 2014
Dual registered: yes, broker-dealer
Other names: Brent Owen
IAPD individual key: 5918806

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 26, 2026	n/a	yes	SAN FRANCISCO, CA\|Atlanta, GA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 11, 2026	n/a	yes	Atlanta, GA	Current employment
INVESCO ADVISERS, INC.	Asset manager	Jul 11, 2022	Feb 5, 2024	no	ATLANTA, GA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 20, 2016	Jun 30, 2022	no	ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 24, 2014	Dec 31, 2016	no	ALPHARETTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVESCO ADVISERS, INC.	CHARLES SCHWAB & CO., INC.	Feb 5, 2024	Aug 11, 2026	918	Firm change after gap	Other
TRUIST ADVISORY SERVICES, INC.	INVESCO ADVISERS, INC.	Jun 30, 2022	Jul 11, 2022	11	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Sep 20, 2016	-102	Bulk transfer	Other

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Aug 11, 2026 to presentfactForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Jul 11, 2022 to Feb 5, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 20, 2016 to Jun 30, 2022factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 24, 2014 to Dec 31, 2016factForm ADV

Dated events

Occurred
Feb 5, 2024
Advisor changed firm
Anthony Brent Owen left Invesco Advisers, Inc. for Charles Schwab & Co., Inc. (registered 2026-08-11)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Anthony Brent Owen left Truist Advisory Services, Inc. for Invesco Advisers, Inc. (registered 2022-07-11)
Form ADVobserved 5 days ago