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Michael Louis Globenfelt

Schwab Wealth Advisory, Inc.

Riverview, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-09
FL RA APPROVED 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-07

Branch Locations

Riverview, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Tampa FL 03/2011 01/2018
Usaa Financial Advisors, Inc Tampa FL 03/2011 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Charles Schwab & Co., Inc. Riverview FL 05/2020 Present
Charles Schwab Bank, Ssb Brandon FL 05/2020 12/2025
Schwab Wealth Advisory Inc Riverview FL 12/2025 Present
  • 03/2011 → 01/2018
    Usaa Financial Planning Services
    Tampa, FL
  • 03/2011 → 05/2020
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Riverview, FL
  • 05/2020 → 12/2025
    Charles Schwab Bank, Ssb
    Brandon, FL
  • 12/2025 → Present
    Schwab Wealth Advisory Inc
    Riverview, FL
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
  • 2011-04-26 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Tampa, FL
  • 2008-05-14 → 2011-03-23
    Wells Fargo Clearing Services, Llc
    Tampa, FL
    Tampa, FL
    St. Petersburg, FL
    Brandon, FL
  • 2006-11-09 → 2008-04-16
    Truist Investment Services, Inc.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-10
  • S66 Uniform Combined State Law Examination
    2006-10-10
Designations
Other Names
  • Michael Louis G

View on SEC IAPD

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