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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 2022-12-22
FL RA APPROVED 2022-12-05
  • TX RA
    APPROVED
    Since 2022-12-22
  • FL RA
    APPROVED
    Since 2022-12-05

Branch Locations

Indialantic, 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
Charles Schwab & Co., Inc. Indialantic FL 11/2017 Present
Twin Rivers Golf Club Oviedo FL 11/2016 07/2017
Herc Rentals, Aka Hertz Equipment Rental Orlando FL 07/2014 11/2016
Unemployed Oviedo FL 08/2017 10/2017
Schwab Wealth Advisory Inc Indialantic FL 09/2022 Present
  • 11/2017 → Present
    Charles Schwab & Co., Inc.
    Indialantic, FL
  • 11/2016 → 07/2017
    Twin Rivers Golf Club
    Oviedo, FL
  • 07/2014 → 11/2016
    Herc Rentals, Aka Hertz Equipment Rental
    Orlando, FL
  • 08/2017 → 10/2017
    Unemployed
    Oviedo, FL
  • 09/2022 → Present
    Indialantic, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2018-04-06
  • S66 Uniform Combined State Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2018-04-06
Other Names
  • Bradley D Wollmer

View on SEC IAPD

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