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Americo Garcia

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 2026-04-22
  • FL RA
    APPROVED
    Since 2026-04-22

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
Target Winter Garden FL 12/2018 11/2019
Publix Ocoee FL 11/2019 08/2022
Chase Orlando FL 09/2023 08/2024
M&G Trimming Ocoee FL 04/2019 08/2024
Charles Schwab & Co., Inc. Lockhart FL 09/2024 Present
Publix Ocoee FL 03/2023 08/2023
Unemployed Ocoee FL 01/2015 11/2018
Schwab Wealth Advisory, Inc. Orlando FL 04/2026 Present
  • 12/2018 → 11/2019
    Target
    Winter Garden, FL
  • 11/2019 → 08/2022
    Publix
    Ocoee, FL
  • 09/2023 → 08/2024
    Chase
    Orlando, FL
  • 04/2019 → 08/2024
    M&G Trimming
    Ocoee, FL
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Lockhart, FL
  • 03/2023 → 08/2023
    Publix
    Ocoee, FL
  • 01/2015 → 11/2018
    Unemployed
    Ocoee, FL
  • 04/2026 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-07
S63 Uniform Securities Agent State Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-10-07
  • S63 Uniform Securities Agent State Law Examination
    2025-08-12

View on SEC IAPD

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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

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