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Bethanie Lynn Marzolino

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_RES 2022-01-04
FL RA APPROVED 2016-07-05
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • FL RA
    APPROVED
    Since 2016-07-05

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 10/2012 Present
Schwab Wealth Advisory, Inc. Orlando FL 06/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
S63 Uniform Securities Agent State Law Examination 2013-11-04
  • S66 Uniform Combined State Law Examination
    2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2013-11-04
Other Names
  • Bethanie Lynn Bittner
  • Bethanie Lynn Miller
  • Bethanie Marzolino

View on SEC IAPD

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James Hasting Benoit
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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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