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Kalonji Nathan Morrison

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
CO RA APPROVED 2021-07-28
TX RA APPROVED_RES 2021-01-11
FL RA APPROVED 2016-05-31
  • CO RA
    APPROVED
    Since 2021-07-28
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • FL RA
    APPROVED
    Since 2016-05-31

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
Schwab Wealth Advisory, Inc. Orlando FL 05/2016 Present
Charles Schwab & Co., Inc. Orlando FL 05/2016 Present
Previous Registrations
  • 2005-11-23 → 2015-12-14
    Bethesda, MD
    Washington, DC
    Rockville, MD
    Rockville, MD
    Rockville, MD
    Washington, DC
    Rockville, MD
    Silver Spring, MD
    Washington, DC
    Gaithersburg, MD
    Germantown, MD
    Charleston, WV
    Bethesda, MD
    Washington, DC
    Washington, DC
    Washington, DC
    Bethesda, MD
  • 2004-02-06 → 2005-11-16
    Uvest Financial Services Group, Inc.
    Gaithersburg, MD
  • 2002-09-26 → 2004-01-26
    Morgan Stanley Dw Inc.
    Washington, DC
Other Businesses

1) Dr. Dei's Physical Therapy Centre | Investment Related:No|12030 Silverlake Park Dr|Winderemere|FL|34786|USA|Healthcare Services|VP|4/24/2017|Less than 20|0|Dr. Deidra C Morrison (wife) is in the process of setting up her own Physical Therapy Practice and will need my expertise to help with overall direction of the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-05
S63 Uniform Securities Agent State Law Examination 2002-02-27
  • S65 Uniform Investment Adviser Law Examination
    2002-09-05
  • S63 Uniform Securities Agent State Law Examination
    2002-02-27

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