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Kirby Alexander Massey

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 2024-11-15
  • FL RA
    APPROVED
    Since 2024-11-15

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 10/2020 Present
Addition Financial Lake Mary FL 08/2017 09/2020
University Of Central Florida Orlando FL 07/2016 05/2020
Schwab Wealth Advisory, Inc. Orlando FL 10/2024 Present
  • 10/2020 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 08/2017 → 09/2020
    Addition Financial
    Lake Mary, FL
  • 07/2016 → 05/2020
    University Of Central Florida
    Orlando, FL
  • 10/2024 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
  • S66 Uniform Combined State Law Examination
    2021-08-06

View on SEC IAPD

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