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Denrik F Wong
DENRIK FAN WONG
CRD#: 4176328
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 211 MAIN STREET
SAN FRANCISCO, CA 94105-1901
CHARLES SCHWAB & CO., INC.CRD#: 5393 211 Main Street
San Francisco, CA 94105
Registration History
20002002200420062008201020122014201620182020202220242026IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2015 - Present (9 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2000 - Present (24 years)BOPTIONSXPRESS, INC. (CRD# 103849)2011 - 2015 (3 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2015 - 2015 (<1 year)
License(s)

State Registrations

B
Alabama 2/7/2024

B
Montana 2/7/2024

B
Alaska 2/7/2024

B
Nebraska 2/7/2024

B
Arizona 9/20/2000

B
Nevada 9/19/2000

B
Arkansas 2/7/2024

B
New Hampshire 2/7/2024

B
California 9/19/2000

B
New Jersey 9/19/2000

IA
California 5/21/2015

B
New Mexico 4/29/2016

B
Colorado 1/2/2001

B
New York 9/19/2000

B
Connecticut 1/2/2001

B
North Carolina 1/3/2001

B
Delaware 1/2/2001

B
North Dakota 2/7/2024

B
District of Columbia 1/2/2001

B
Ohio 1/3/2001

B
Florida 9/20/2000

B
Oklahoma 1/3/2001

B
Georgia 1/2/2001

B
Oregon 1/2/2001

B
Hawaii 9/19/2000

B
Pennsylvania 1/2/2001

B
Idaho 2/7/2024

B
Rhode Island 2/7/2024

B
Illinois 9/19/2000

B
South Carolina 1/2/2001

B
Indiana 1/2/2001

B
South Dakota 2/7/2024

B
Iowa 1/2/2001

B
Tennessee 1/11/2022

B
Kansas 1/2/2001

B
Texas 9/19/2000

B
Kentucky 1/3/2001

IA
Texas 1/8/2020

B
Louisiana 1/9/2001

B
Utah 2/7/2024

B
Maine 2/7/2024

B
Vermont 2/7/2024

B
Maryland 9/19/2000

B
Virginia 9/20/2000

B
Massachusetts 9/19/2000

B
Washington 9/19/2000

B
Michigan 1/2/2001

B
West Virginia 2/7/2024

B
Minnesota 2/7/2024

B
Wisconsin 1/2/2020

B
Mississippi 2/7/2024

B
Wyoming 2/7/2024

B
Missouri 1/3/2001

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
211 MAIN STREET, SAN FRANCISCO, CA 94105-1901
Registered with this firm since 5/21/2015

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
211 Main Street, San Francisco, CA 94105
Registered with this firm since 8/15/2000

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/21/2015 - 08/06/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) SAN FRANCISCO, CA
B
09/02/2011 - 02/13/2015 OPTIONSXPRESS, INC. (CRD#:103849) SAN FRANCISCO, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.