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Lawrence Gregory Tunnell

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 2024-08-08
FL RA APPROVED 2024-03-20
  • TX RA
    APPROVED
    Since 2024-08-08
  • FL RA
    APPROVED
    Since 2024-03-20

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 09/2011 Present
Schwab Wealth Advisory, Inc. Orlando FL 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
S63 Uniform Securities Agent State Law Examination 2016-12-22
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
  • S63 Uniform Securities Agent State Law Examination
    2016-12-22
Designations
Other Names
  • Greg Tunnell

View on SEC IAPD

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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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