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Alexander Read Schofield

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
FL RA APPROVED 2022-01-07
  • FL RA
    APPROVED
    Since 2022-01-07

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
E*Trade Securities Llc Alpharetta GA 03/2015 04/2017
Charles Schwab & Co., Inc Orlando FL 05/2017 Present
Charles Schwab Bank, Ssb Atlanta GA 05/2017 12/2021
Schwab Wealth Advisory, Inc. Orlando FL 11/2021 Present
  • 03/2015 → 04/2017
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2017 → Present
    Charles Schwab & Co., Inc
    Orlando, FL
  • 05/2017 → 12/2021
    Charles Schwab Bank, Ssb
    Atlanta, GA
  • 11/2021 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-16
S63 Uniform Securities Agent State Law Examination 2015-05-15
  • S66 Uniform Combined State Law Examination
    2017-10-16
  • S63 Uniform Securities Agent State Law Examination
    2015-05-15
Designations
Other Names
  • Alex Schofield

View on SEC IAPD

Other Firms

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TIMOTHY PARTNERS, LTD.
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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

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