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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-12 |
| FL | RA | APPROVED | 2022-03-10 |
| TX | RA | APPROVED_RES | 2022-02-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 03/1996 | 12/2019 |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 01/2012 | 12/2019 |
| Avbb, Inc. | Deland | FL | 09/2014 | Present |
| Schwab Wealth Advisory Inc | Orlando | FL | 01/2022 | Present |
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2022 | Present |
| Avbb Llc | Mt. Dora | FL | 04/2019 | Present |
1) AVBB INC | NON INVESTMENT-RELATED | DELAND, FL | PERSONAL SERVICES | PART OWNER | 09/2014 | LESS THAN 20 HPM | NONE DURING TRADING HRS | AS PART OWNER WHATEVER IS NEEDED 2) AVBB LLC | NON INVESTMENT-RELATED | MT. DORA, FL | PERSONAL SERVICES | PART OWNER | 04/2019 | LESS THAN 20 HPM | NONE DURING TRADING HRS | AS PART OWNER WHATEVER IS NEEDED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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