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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-22
  • GA RA
    APPROVED
    Since 2025-01-22

Branch Locations

3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326 • 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
J.P. Morgan Securities Llc Surfside FL 09/2018 08/2020
Jpmorgan Chase Bank, N.A. Surfside FL 05/2018 09/2018
Doc B's Fresh Kitchen Coral Gables FL 03/2018 11/2018
Unemployed Lebanon PA 12/2017 02/2018
Centric Business Systems Malvern PA 06/2017 11/2017
Ruby Tuesday's Lancaster PA 07/2015 05/2017
Millersville University Lancaster PA 08/2013 06/2017
Perimark, Llc Miami FL 06/2019 12/2020
Newbridge Securities Corporation Boca Raton FL 12/2020 03/2022
Newbridge Financial Services Group, Inc Boca Raton FL 12/2020 03/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 09/2022 09/2024
Unemployed Boca Raton FL 03/2022 09/2022
Woolbright Development Inc Boca Raton FL 03/2022 04/2022
Residential Home Funding Fort Luaderdale FL 08/2020 02/2021
Charles Schwab & Co., Inc Atlanta GA 09/2024 Present
Schwab Wealth Advisory, Inc. Atlanta GA 09/2024 Present
  • 09/2018 → 08/2020
    Surfside, FL
  • 05/2018 → 09/2018
    Jpmorgan Chase Bank, N.A.
    Surfside, FL
  • 03/2018 → 11/2018
    Doc B's Fresh Kitchen
    Coral Gables, FL
  • 12/2017 → 02/2018
    Unemployed
    Lebanon, PA
  • 06/2017 → 11/2017
    Centric Business Systems
    Malvern, PA
  • 07/2015 → 05/2017
    Ruby Tuesday's
    Lancaster, PA
  • 08/2013 → 06/2017
    Millersville University
    Lancaster, PA
  • 06/2019 → 12/2020
    Perimark, Llc
    Miami, FL
  • 12/2020 → 03/2022
    Newbridge Securities Corporation
    Boca Raton, FL
  • 12/2020 → 03/2022
    Newbridge Financial Services Group, Inc
    Boca Raton, FL
  • 09/2022 → 09/2024
    Fort Lauderdale, FL
  • 03/2022 → 09/2022
    Unemployed
    Boca Raton, FL
  • 03/2022 → 04/2022
    Woolbright Development Inc
    Boca Raton, FL
  • 08/2020 → 02/2021
    Residential Home Funding
    Fort Luaderdale, FL
  • 09/2024 → Present
    Charles Schwab & Co., Inc
    Atlanta, GA
  • 09/2024 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-18
  • S66 Uniform Combined State Law Examination
    2019-03-18
Other Names
  • Steven C Miller
  • Steven Craig Miller
  • Steven C. Miller
  • Steven Craig Miller
  • Steven C Miller

View on SEC IAPD

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