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Detailed Report
Tyler Bolla
TYLER ANDREW BOLLA
CRD#: 6469377
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 150 S Wacker Dr
Chicago, IL 60606
CHARLES SCHWAB & CO., INC.CRD#: 5393 150 S. Wacker Drive
Chicago, IL 60606-4111
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2018 - 2021 (2 years)2 FIRMS2021 - Present (3 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2015 - 2018 (2 years)
License(s)

State Registrations

B
Alabama 6/16/2021
B
Nebraska 6/16/2021
B
Alaska 6/16/2021
B
Nevada 6/16/2021
B
Arizona 6/16/2021
B
New Hampshire 6/16/2021
B
Arkansas 6/16/2021
B
New Jersey 6/16/2021
B
California 6/16/2021
B
New Mexico 6/16/2021
B
Colorado 6/16/2021
B
New York 6/16/2021
B
Connecticut 6/16/2021
B
North Carolina 6/16/2021
B
Delaware 6/16/2021
B
North Dakota 6/16/2021
B
District of Columbia 6/16/2021
B
Ohio 6/16/2021
B
Florida 6/16/2021
B
Oklahoma 6/16/2021
B
Georgia 6/16/2021
B
Oregon 6/16/2021
B
Hawaii 6/16/2021
B
Pennsylvania 6/16/2021
B
Idaho 6/16/2021
B
Puerto Rico 6/16/2021
B
Illinois 6/16/2021
B
Rhode Island 6/16/2021
IA
Illinois 2/14/2022
B
South Carolina 6/16/2021
B
Indiana 6/16/2021
B
South Dakota 6/16/2021
B
Iowa 6/16/2021
B
Tennessee 6/16/2021
B
Kansas 6/16/2021
B
Texas 6/16/2021
B
Kentucky 6/16/2021
IA
Texas 1/4/2022
B
Louisiana 6/16/2021
B
Utah 6/16/2021
B
Maine 6/16/2021
B
Vermont 6/16/2021
B
Maryland 6/16/2021
B
Virgin Islands 6/16/2021
B
Massachusetts 6/16/2021
B
Virginia 6/16/2021
B
Michigan 6/16/2021
B
Washington 6/16/2021
B
Minnesota 6/16/2021
B
West Virginia 6/16/2021
B
Mississippi 6/16/2021
B
Wisconsin 6/16/2021
B
Missouri 6/16/2021
B
Wyoming 6/16/2021
B
Montana 6/16/2021

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
150 S. Wacker Drive, Chicago, IL 60606-4111
Chicago, IL
Registered with this firm since 6/16/2021
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
150 S Wacker Dr, Chicago, IL 60606
Registered with this firm since 6/16/2021
Previous Registration(s)
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IA
 06/18/2018 - 04/19/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ROLLING MEADOWS, IL
B
 06/06/2018 - 04/19/2021 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ROLLING MEADOWS, IL
B
 09/01/2015 - 05/03/2018 CHARLES SCHWAB & CO., INC. (CRD#:5393) Indianapolis, IN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.