Best Investors Account Sign in

Eric William Bauer

Schwab Wealth Advisory, Inc.

Orlando, FL

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-09
FL RA APPROVED 2021-09-05
  • TX RA
    APPROVED
    Since 2021-09-09
  • FL RA
    APPROVED
    Since 2021-09-05

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 06/2018 Present
Unemployed Longwood FL 05/2018 06/2018
Florida Farm Bureau Insurance Company Winter Springs FL 02/2017 04/2018
Unemployed Longwood FL 01/2017 02/2017
Barton Malow Company Orlando FL 06/2016 12/2016
Schwab Wealth Advisory Inc Orlando FL 08/2021 Present
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2018 → 06/2018
    Unemployed
    Longwood, FL
  • 02/2017 → 04/2018
    Florida Farm Bureau Insurance Company
    Winter Springs, FL
  • 01/2017 → 02/2017
    Unemployed
    Longwood, FL
  • 06/2016 → 12/2016
    Barton Malow Company
    Orlando, FL
  • 08/2021 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
S63 Uniform Securities Agent State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2021-02-19
  • S63 Uniform Securities Agent State Law Examination
    2018-08-03

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

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

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor