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James Ross Deshaies

Schwab Wealth Advisory, Inc.

Riverview, 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 2026-04-15
LA RA APPROVED 2026-04-15
TX RA APPROVED 2026-04-09
  • FL RA
    APPROVED
    Since 2026-04-15
  • LA RA
    APPROVED
    Since 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-09

Branch Locations

Riverview, 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 10/2012 05/2020
Usaa Financial Planning Services Tampa FL 10/2012 05/2020
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Charles Schwab & Co., Inc. Riverview FL 05/2020 Present
Charles Schwab Bank, Ssb Riverview FL 05/2020 04/2026
Schwab Wealth Advisory, Inc Riverview FL 04/2026 Present
  • 10/2012 → 05/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 10/2012 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Riverview, FL
  • 05/2020 → 04/2026
    Charles Schwab Bank, Ssb
    Riverview, FL
  • 04/2026 → Present
    Schwab Wealth Advisory, Inc
    Riverview, FL
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
  • 2013-02-25 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-29
S63 Uniform Securities Agent State Law Examination 2013-01-10
  • S65 Uniform Investment Adviser Law Examination
    2013-01-29
  • S63 Uniform Securities Agent State Law Examination
    2013-01-10
Designations
Other Names
  • James R Deshaies

View on SEC IAPD

Other Firms

FIRST COMMAND ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC

Other Investors

Nicholas William Campbell
Michael Kevin Coyle
FRANK LEON WELCH
THOMAS BAGATINI ALVES
EDWARD PALACIOS
Adam Michael benAbram
MICHAEL GARY MINTER
Jodael Deralus

Other Offices

FIRST COMMAND ADVISORY SERVICES · Riverview, FL
FIRST COMMAND ADVISORY SERVICES · Riverview, FL
CETERA INVESTMENT ADVISERS LLC · RIVERVIEW, FL
PNC WEALTH MANAGEMENT LLC · Riverview, FL
EDWARD JONES · RIVERVIEW, FL
WELLS FARGO CLEARING SERVICES, LLC · BRANDON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Brandon, FL
PLANMEMBER SECURITIES CORPORATION · BRANDON, FL

More in Riverview, FL

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