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Luz De Maria Hernandez Fortis

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 2025-10-03
TX RA APPROVED 2025-09-13
  • FL RA
    APPROVED
    Since 2025-10-03
  • TX RA
    APPROVED
    Since 2025-09-13

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
Merrill Lynch, Pierce, Fenner & Smith, Inc. Celebration FL 08/2021 08/2025
Bank Of America Orlando FL 11/2017 08/2021
Bbva Compass Gainesville FL 03/2017 11/2017
University Of Florida Gainesville FL 06/2013 08/2017
University Of Florida Gainesville FL 08/2014 12/2016
Full Time Education Orlando FL 05/2020 05/2023
Charles Schwab & Co., Inc. Orlando FL 09/2025 Present
Schwab Wealth Advisory, Inc. Orlando FL 09/2025 Present
  • 08/2021 → 08/2025
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Celebration, FL
  • 11/2017 → 08/2021
    Bank Of America
    Orlando, FL
  • 03/2017 → 11/2017
    Bbva Compass
    Gainesville, FL
  • 06/2013 → 08/2017
    University Of Florida
    Gainesville, FL
  • 08/2014 → 12/2016
    University Of Florida
    Gainesville, FL
  • 05/2020 → 05/2023
    Full Time Education
    Orlando, FL
  • 09/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-15
  • S66 Uniform Combined State Law Examination
    2022-01-15
Designations
Other Names
  • Luz M Fortis

View on SEC IAPD

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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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