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Cody James Meyer

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 2025-01-02
  • FL RA
    APPROVED
    Since 2025-01-02

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 04/2019 Present
The Craft Bar Destin FL 05/2015 01/2017
Flo Beverages Orlando FL 06/2015 09/2021
Schwab Wealth Advisory, Inc. Orlando FL 08/2024 Present
  • 04/2019 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2015 → 01/2017
    The Craft Bar
    Destin, FL
  • 06/2015 → 09/2021
    Flo Beverages
    Orlando, FL
  • 08/2024 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-03
S63 Uniform Securities Agent State Law Examination 2019-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-10-03
  • S63 Uniform Securities Agent State Law Examination
    2019-05-31
Other Names
  • Cody Meyer

View on SEC IAPD

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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

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