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Michelle Althea Sils

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 2021-11-02
TX RA APPROVED 2021-10-20
  • FL RA
    APPROVED
    Since 2021-11-02
  • TX RA
    APPROVED
    Since 2021-10-20

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
Td Ameritrade Orlando FL 05/2020 06/2024
Bmw (The Imported Car Store) Melbourne FL 04/2018 03/2020
Weather Engineers Melbourne FL 03/2017 03/2018
Teletech Melbourne FL 01/2017 02/2017
Unemployed Chesterfield MO 06/2016 12/2016
Charles Schwab & Co., Inc. Orlando FL 08/2021 Present
Schwab Wealth Advisory Inc Orlando FL 08/2021 Present
  • 05/2020 → 06/2024
    Td Ameritrade
    Orlando, FL
  • 04/2018 → 03/2020
    Bmw (The Imported Car Store)
    Melbourne, FL
  • 03/2017 → 03/2018
    Weather Engineers
    Melbourne, FL
  • 01/2017 → 02/2017
    Teletech
    Melbourne, FL
  • 06/2016 → 12/2016
    Unemployed
    Chesterfield, MO
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 08/2021 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-18
S63 Uniform Securities Agent State Law Examination 2020-11-23
  • S65 Uniform Investment Adviser Law Examination
    2021-10-18
  • S63 Uniform Securities Agent State Law Examination
    2020-11-23
Other Names
  • Michelle Althea Tanner

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
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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