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Mehdey Abdullah Baker

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_RES 2024-11-13
FL RA APPROVED 2021-08-10
  • TX RA
    APPROVED_RES
    Since 2024-11-13
  • FL RA
    APPROVED
    Since 2021-08-10

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
New York Life Insurance Company Maitland FL 03/2016 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 11/2017 07/2019
Bank Of America, N.A. Jacksonville FL 01/2018 07/2019
Lpl Financial Llc Maitland FL 08/2019 06/2021
Merit Financial Group, Llc (Dba: Merit Financial Advisors Llc) Maitland FL 08/2019 06/2021
Schwab Wealth Advisory Inc Orlando FL 07/2021 Present
Charles Schwab & Co., Inc. Orlando FL 07/2021 Present
  • 03/2016 → 08/2017
    New York Life Insurance Company
    Maitland, FL
  • 11/2017 → 07/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 01/2018 → 07/2019
    Bank Of America, N.A.
    Jacksonville, FL
  • 08/2019 → 06/2021
    Lpl Financial Llc
    Maitland, FL
  • 08/2019 → 06/2021
    Merit Financial Group, Llc (Dba: Merit Financial Advisors Llc)
    Maitland, FL
  • 07/2021 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Other Names
  • Mehdey Baker
  • Mahdey Baker

View on SEC IAPD

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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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