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James Ryan Ashbridge

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 2021-11-23
FL RA APPROVED 2021-11-02
  • TX RA
    APPROVED
    Since 2021-11-23
  • FL RA
    APPROVED
    Since 2021-11-02

Branch Locations

1991 Summit Park Dr, 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
Tdameritrade Inc. Orlando FL 06/2008 10/2019
Aviance Capital Partners Llc Naples FL 10/2019 03/2021
Schwab Wealth Advisory, Inc. Orlando FL 10/2021 Present
Charles Schwab & Co Inc Orlando FL 10/2021 Present
N/A Orlando FL 03/2021 10/2021
Previous Registrations
  • 2019-11-21 → 2021-03-30
    Aviance Capital Partners Llc
    Orlando, FL
    Naples, FL
  • 2008-07-18 → 2019-10-26
    Td Ameritrade, Inc.
    Winter Park, FL
    The Villages, FL
  • 2008-07-18 → 2019-10-26
    Td Ameritrade Investment Management, Llc
    Altamonte Springs, FL
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-16
S63 Uniform Securities Agent State Law Examination 2008-04-08
  • S66 Uniform Combined State Law Examination
    2008-07-16
  • S63 Uniform Securities Agent State Law Examination
    2008-04-08
Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
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

More in Orlando, FL

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