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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 2020-01-03
FL RA APPROVED 2016-05-02
  • TX RA
    APPROVED
    Since 2020-01-03
  • FL RA
    APPROVED
    Since 2016-05-02

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 04/2016 Present
Schwab Wealth Advisory, Inc. Orlando FL 04/2016 Present
Real Estate/Property Management Powder Spring GA 10/2011 Present
United States Air Force San Antonio TX 03/1998 Present
  • 04/2016 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 04/2016 → Present
    Orlando, FL
  • 10/2011 → Present
    Real Estate/Property Management
    Powder Spring, GA
  • 03/1998 → Present
    United States Air Force
    San Antonio, TX
Previous Registrations
Other Businesses

Rental property, start date 10/20/2011, Owner, Power Spring GA. prior primary residence is now used as a rental property. Hours per month less than 20

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-21
S63 Uniform Securities Agent State Law Examination 2005-07-19
  • S66 Uniform Combined State Law Examination
    2007-05-21
  • S63 Uniform Securities Agent State Law Examination
    2005-07-19
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orlando, FL

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