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Robert David Barth

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 2026-01-08
TX RA APPROVED_RES 2025-12-02
  • FL RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED_RES
    Since 2025-12-02

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schwab Wealth Advisory Inc. Orlando FL 10/2017 Present
Extended Travel Grant FL 06/2017 09/2017
Pathfinder Business Strategies Vero Breach FL 10/2012 05/2017
  • 10/2017 → Present
    Orlando, FL
  • 06/2017 → 09/2017
    Extended Travel
    Grant, FL
  • 10/2012 → 05/2017
    Pathfinder Business Strategies
    Vero Breach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-29
  • S65 Uniform Investment Adviser Law Examination
    2025-11-29

View on SEC IAPD

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