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Brian James Dost

Schwab Wealth Advisory, Inc.

Orlando, 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 2026-03-11
FL RA APPROVED 2015-02-10
  • TX RA
    APPROVED
    Since 2026-03-11
  • FL RA
    APPROVED
    Since 2015-02-10

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Charles Schwab & Co., Inc Orlando FL 06/2010 Present
Schwab Wealth Advisory Inc Orlando FL 01/2015 Present
Previous Registrations
  • 2009-05-19 → 2010-07-01
    Td Ameritrade, Inc.
    Winter Park, FL
  • 2009-05-28 → 2010-07-01
    Td Ameritrade Investment Management, Llc
    Orlando, FL
  • 2007-03-13 → 2009-04-30
    Wells Fargo Clearing Services, Llc
    Orlando, FL
    Orlando, FL
  • 2003-08-28 → 2006-12-20
    Td Ameritrade, Inc.
    Birmingham, AL
    Orlando, FL
    Birmingham, AL
  • 2006-04-25 → 2006-12-20
    Td Ameritrade Investment Management, Llc
    Birmngham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-30
  • S66 Uniform Combined State Law Examination
    2001-01-30
Designations
Other Names
  • Brian J Dost

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

More in Orlando, FL

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