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Maxx Soulliere

Schwab Wealth Advisory, Inc.

San Francisco, CA

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
TX RA APPROVED 2026-05-07
FL RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2026-05-07
  • FL RA
    APPROVED
    Since 2025-08-15

Branch Locations

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

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
Axa Advisors, Llc Orlando FL 06/2018 08/2019
Primerica Eustis FL 06/2015 10/2016
Parady Financial The Villages FL 10/2016 03/2018
Full Time Education Leesburg FL 01/2007 12/2016
Zzs Solutions, Llc Eustis FL 02/2018 09/2019
Citizens First Bank The Villages FL 02/2021 07/2025
Infinex Investments, Inc. Meriden CT 02/2021 07/2025
Sft Facilities, Inc Eustis FL 10/2019 01/2021
Charles Schwab & Co., Inc. Orlando FL 07/2025 Present
Schwab Wealth Advisory, Inc. Orlando FL 07/2025 Present
  • 06/2018 → 08/2019
    Axa Advisors, Llc
    Orlando, FL
  • 06/2015 → 10/2016
    Primerica
    Eustis, FL
  • 10/2016 → 03/2018
    Parady Financial
    The Villages, FL
  • 01/2007 → 12/2016
    Full Time Education
    Leesburg, FL
  • 02/2018 → 09/2019
    Zzs Solutions, Llc
    Eustis, FL
  • 02/2021 → 07/2025
    Citizens First Bank
    The Villages, FL
  • 02/2021 → 07/2025
    Infinex Investments, Inc.
    Meriden, CT
  • 10/2019 → 01/2021
    Sft Facilities, Inc
    Eustis, FL
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-05
  • S66 Uniform Combined State Law Examination
    2022-05-05
Designations
Other Names
  • Maxx Soulliere
  • Maxx Joseph Soulliere

View on SEC IAPD

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ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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