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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 2025-10-16
  • FL RA
    APPROVED
    Since 2025-10-16

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 01/2022 Present
Lsq Orlando FL 09/2019 05/2020
Aflac Orlando FL 06/2020 02/2021
University Of Central Florida Orlando FL 08/2016 12/2021
Student Merrick NY 09/2003 09/2017
Charles Schwab & Co., Inc. Orlando FL 06/2021 07/2021
Moe's Southwest Grill Oviedo FL 10/2017 06/2018
Schwab Wealth Advisory, Inc Orlando FL 10/2025 Present
  • 01/2022 → Present
    Orlando, FL
  • 09/2019 → 05/2020
    Lsq
    Orlando, FL
  • 06/2020 → 02/2021
    Aflac
    Orlando, FL
  • 08/2016 → 12/2021
    University Of Central Florida
    Orlando, FL
  • 09/2003 → 09/2017
    Student
    Merrick, NY
  • 06/2021 → 07/2021
    Orlando, FL
  • 10/2017 → 06/2018
    Moe's Southwest Grill
    Oviedo, FL
  • 10/2025 → Present
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-31
S65 Uniform Investment Adviser Law Examination 2021-07-28
  • S63 Uniform Securities Agent State Law Examination
    2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-07-28
Other Names
  • Evan Luchs

View on SEC IAPD

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