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George Bela Holecsko

Schwab Wealth Advisory, Inc.

Lano O Lakes, 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
FL RA APPROVED 2026-04-21
TX RA APPROVED 2026-04-17
  • FL RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

Lano O Lakes, 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 Advisors, Inc Tampa FL 10/2010 05/2020
Dominos Tampa FL 09/2008 05/2020
Usaa Financial Planning Services Tampa FL 10/2010 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Charles Schwab & Co., Inc. Land O'LAkes FL 05/2020 Present
Charles Schwab Bank, Ssb Land O'LAkes FL 05/2020 04/2026
Schwab Wealth Advisory Inc Tampa FL 04/2026 Present
  • 10/2010 → 05/2020
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 09/2008 → 05/2020
    Dominos
    Tampa, FL
  • 10/2010 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Land O'LAkes, FL
  • 05/2020 → 04/2026
    Charles Schwab Bank, Ssb
    Land O'LAkes, FL
  • 04/2026 → Present
    Schwab Wealth Advisory Inc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-14
S65 Uniform Investment Adviser Law Examination 2001-09-21
  • S63 Uniform Securities Agent State Law Examination
    2010-08-14
  • S65 Uniform Investment Adviser Law Examination
    2001-09-21
Designations
Other Names
  • George Bela Holecslo
  • George B Holecsko
  • George Holecsko

View on SEC IAPD

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