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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 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

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
Charles Schwab & Co., Inc. Orlando FL 04/2021 09/2022
Sam's Club Sanford FL 04/2019 08/2019
Napa Auto Parts Sanford FL 04/2018 06/2018
N/A Lake Mary FL 05/2012 04/2018
N/A Gainesville FL 06/2018 04/2019
N/A Lake Mary FL 08/2019 04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 09/2022 02/2023
Bank Of America, N.A. Winter Park FL 09/2022 02/2023
Avantax Investment Services, Inc. Lake Mary FL 03/2023 09/2025
Avantax Planning Partners Lake Mary FL 03/2023 04/2026
Cetera Investment Services Llc Saint Cloud IL 08/2024 04/2026
Cetera Financial Specialists Llc Schaumburg IL 08/2024 04/2026
Cetera Advisors Llc Greenwood Village CO 08/2024 04/2026
Cetera Wealth Services, Llc El Segundo CA 08/2024 04/2026
Cetera Investment Advisers, Llc Shaumburg IL 01/2026 04/2026
Creative Planning, Llc Overland Park KS 04/2026 07/2026
Schwab Wealth Advisory, Inc Orlando FL 08/2026 Present
Charles Schwab & Co, Inc Orlando FL 08/2026 Present
  • 04/2021 → 09/2022
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 04/2019 → 08/2019
    Sam's Club
    Sanford, FL
  • 04/2018 → 06/2018
    Napa Auto Parts
    Sanford, FL
  • 05/2012 → 04/2018
    N/A
    Lake Mary, FL
  • 06/2018 → 04/2019
    N/A
    Gainesville, FL
  • 08/2019 → 04/2021
    N/A
    Lake Mary, FL
  • 09/2022 → 02/2023
    Winter Park, FL
  • 09/2022 → 02/2023
    Bank Of America, N.A.
    Winter Park, FL
  • 03/2023 → 09/2025
    Avantax Investment Services, Inc.
    Lake Mary, FL
  • 03/2023 → 04/2026
    Avantax Planning Partners
    Lake Mary, FL
  • 08/2024 → 04/2026
    Cetera Investment Services Llc
    Saint Cloud, IL
  • 08/2024 → 04/2026
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2024 → 04/2026
    Cetera Advisors Llc
    Greenwood Village, CO
  • 08/2024 → 04/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2026 → 04/2026
    Shaumburg, IL
  • 04/2026 → 07/2026
    Creative Planning, Llc
    Overland Park, KS
  • 08/2026 → Present
    Orlando, FL
  • 08/2026 → Present
    Charles Schwab & Co, Inc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2022-10-21
Designations
Other Names
  • Taylor Brandon Ayres
  • Taylor Ayres

View on SEC IAPD

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