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Evon Joo Tin Harris

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 2022-01-04
FL RA APPROVED 2021-09-15
  • TX RA
    APPROVED
    Since 2022-01-04
  • FL RA
    APPROVED
    Since 2021-09-15

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
Td Ameritrade, Llc Fort Worth TX 04/2016 06/2024
Charles Schwab & Co, Inc. Orlando FL 08/2021 Present
Schwab Wealth Advisory, Inc. Orlando FL 08/2021 Present
  • 04/2016 → 06/2024
    Td Ameritrade, Llc
    Fort Worth, TX
  • 08/2021 → Present
    Charles Schwab & Co, Inc.
    Orlando, FL
  • 08/2021 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
  • 2016-04-12 → 2021-10-19
    Td Ameritrade, Inc.
    Westlake, TX
    Winter Park, FL
    Westlake, TX
  • 2016-04-12 → 2021-09-13
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
  • 2012-10-01 → 2016-04-02
    J.P. Morgan Securities Llc
    Roanoke, TX
    Flower Mound, TX
    Flower Mound, TX
  • 2010-08-16 → 2012-10-01
    Chase Investment Services Corp.
    Wesley Chapel, FL
    Lutz, FL
    Roanoke, TX
  • 2007-09-18 → 2010-08-09
    Msi Financial Services, Inc.
    Garden City, NY
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-12
  • S66 Uniform Combined State Law Examination
    2007-09-12
Other Names
  • Evon Soon
  • Evon J Soon
  • Evon J Harris

View on SEC IAPD

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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

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