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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 02/2006 | Present |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 01/2016 | 05/2021 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 03/2021 | 12/2021 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 04/2023 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-10 |
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