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Victor Benavides

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 2021-08-11
TX RA APPROVED 2021-07-23
  • FL RA
    APPROVED
    Since 2021-08-11
  • TX RA
    APPROVED
    Since 2021-07-23

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
T. Rowe Price Tampa FL 06/2016 05/2019
Charles Schwab & Co., Inc. Orlando FL 05/2021 Present
Schwab Wealth Advisory Inc Orlando FL 05/2021 Present
Pcs | Aspire Tampa FL 05/2019 05/2021
  • 06/2016 → 05/2019
    T. Rowe Price
    Tampa, FL
  • 05/2021 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2021 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
  • 05/2019 → 05/2021
    Pcs | Aspire
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-23
S63 Uniform Securities Agent State Law Examination 2016-08-24
  • S66 Uniform Combined State Law Examination
    2021-07-23
  • S63 Uniform Securities Agent State Law Examination
    2016-08-24

View on SEC IAPD

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WEALTHSPIRE RETIREMENT ADVISORY
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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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