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Tiffany Burrows Leroy

Schwab Wealth Advisory, Inc.

Wesley Chapel, 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 2023-05-16
  • FL RA
    APPROVED
    Since 2023-05-16

Branch Locations

Wesley Chapel, 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 12/2015 05/2020
Usaa Financial Planning Services Tampa FL 12/2015 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Wesley Chapel FL 05/2020 Present
Charles Schwab Bank, Ssb Temple Terrace FL 05/2020 04/2023
Schwab Wealth Advisory Inc Wesley Chapel FL 04/2023 Present
  • 12/2015 → 05/2020
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 12/2015 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Wesley Chapel, FL
  • 05/2020 → 04/2023
    Charles Schwab Bank, Ssb
    Temple Terrace, FL
  • 04/2023 → Present
    Schwab Wealth Advisory Inc
    Wesley Chapel, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-30
  • S66 Uniform Combined State Law Examination
    2008-05-30
Designations
Other Names
  • Tiffany Lauren Burrows
  • Tiffany Lauren Burrows

View on SEC IAPD

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