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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 2026-05-28
  • FL RA
    APPROVED
    Since 2026-05-28

Branch Locations

1958 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
Full Time Education Orlando FL 01/2016 05/2019
Detail Pros Orlando Inc. Winter Garden FL 12/2017 01/2018
Zaxby's Orlando FL 06/2018 07/2019
Dunkin Donuts Orlando FL 01/2019 04/2019
Home Depot Orlando FL 07/2019 08/2020
Chicken Salad Chick Orlando FL 10/2020 12/2020
Full Time Education Orlando FL 08/2019 05/2022
Converse Kissimmee FL 01/2021 03/2021
Universal Studios Orlando FL 03/2021 08/2021
Full Time Education Miami FL 08/2021 05/2025
Fiu Wellness And Recreation Center Miami FL 01/2022 10/2022
Home Depot Miami FL 10/2022 07/2023
Milam's Market Miami FL 10/2023 10/2023
Universal Studios Orlando FL 05/2022 08/2022
Thesis Hotel Miami Coral Gables FL 11/2023 09/2024
The Moore Miami Miami FL 09/2024 07/2025
Renaissance Orlando At Seaworld Orlando FL 08/2025 Present
Charles Schwab & Co., Inc. Orlando FL 01/2026 Present
Fedex Orlando FL 12/2020 01/2021
Target Distribution Center Hialeah FL 11/2023 12/2023
Schwab Wealth Advisory Inc Orlando FL 01/2026 Present
  • 01/2016 → 05/2019
    Full Time Education
    Orlando, FL
  • 12/2017 → 01/2018
    Detail Pros Orlando Inc.
    Winter Garden, FL
  • 06/2018 → 07/2019
    Zaxby's
    Orlando, FL
  • 01/2019 → 04/2019
    Dunkin Donuts
    Orlando, FL
  • 07/2019 → 08/2020
    Home Depot
    Orlando, FL
  • 10/2020 → 12/2020
    Chicken Salad Chick
    Orlando, FL
  • 08/2019 → 05/2022
    Full Time Education
    Orlando, FL
  • 01/2021 → 03/2021
    Converse
    Kissimmee, FL
  • 03/2021 → 08/2021
    Universal Studios
    Orlando, FL
  • 08/2021 → 05/2025
    Full Time Education
    Miami, FL
  • 01/2022 → 10/2022
    Fiu Wellness And Recreation Center
    Miami, FL
  • 10/2022 → 07/2023
    Home Depot
    Miami, FL
  • 10/2023 → 10/2023
    Milam's Market
    Miami, FL
  • 05/2022 → 08/2022
    Universal Studios
    Orlando, FL
  • 11/2023 → 09/2024
    Thesis Hotel Miami
    Coral Gables, FL
  • 09/2024 → 07/2025
    The Moore Miami
    Miami, FL
  • 08/2025 → Present
    Renaissance Orlando At Seaworld
    Orlando, FL
  • 01/2026 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 12/2020 → 01/2021
    Fedex
    Orlando, FL
  • 11/2023 → 12/2023
    Target Distribution Center
    Hialeah, FL
  • 01/2026 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24

View on SEC IAPD

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