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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 2025-09-30
  • FL RA
    APPROVED
    Since 2025-09-30

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
Bank Of America, N.A. Coconut Creek FL 09/2016 12/2018
Merrill Lynch, Pierce, Fenner & Smith, Inc. Coconut Creek FL 09/2016 12/2018
Hirev, Llc Plantation FL 11/2015 10/2016
Lachman & Diaz Financial Services, Llc Eagle Lake FL 02/2024 08/2025
The Zayn Group, Inc. Miami FL 12/2022 02/2024
Island Flavors, Inc. Dba Golden Krust Bronx NY 01/2020 12/2022
Unemployed Long Island City NY 12/2018 01/2020
Charles Schwab Maitland FL 08/2025 Present
Schwab Wealth Advisory Inc. Orlando FL 08/2025 Present
  • 09/2016 → 12/2018
    Bank Of America, N.A.
    Coconut Creek, FL
  • 09/2016 → 12/2018
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Coconut Creek, FL
  • 11/2015 → 10/2016
    Hirev, Llc
    Plantation, FL
  • 02/2024 → 08/2025
    Lachman & Diaz Financial Services, Llc
    Eagle Lake, FL
  • 12/2022 → 02/2024
    The Zayn Group, Inc.
    Miami, FL
  • 01/2020 → 12/2022
    Island Flavors, Inc. Dba Golden Krust
    Bronx, NY
  • 12/2018 → 01/2020
    Unemployed
    Long Island City, NY
  • 08/2025 → Present
    Charles Schwab
    Maitland, FL
  • 08/2025 → Present
    Orlando, FL
Previous Registrations
  • 2016-09-23 → 2019-01-02
    Coconut Creek, FL
    Fort Lauderdale, FL
    Coconut Creek, FL
    Coconut Creek, FL
    Fort Lauderdale, FL
    Pompano Beach, FL
  • 2014-06-06 → 2015-11-18
    West Palm Beach, FL
    West Palm Beach, FL
    Boca Raton, FL
  • 2012-10-01 → 2013-09-10
    North Lauderdale, FL
    Sunrise, FL
    Plantation, FL
    Plantation, FL
    Sunrise, FL
    Sunrise, FL
    Sunrise, FL
    Plantation, FL
  • 2012-06-29 → 2012-10-01
    Chase Investment Services Corp.
    Plantation, FL
    Sunrise, FL
    Plantation, FL
    Sunrise, FL
    North Lauderdale, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-01
S66 Uniform Combined State Law Examination 2012-06-27
  • S63 Uniform Securities Agent State Law Examination
    2025-12-01
  • S66 Uniform Combined State Law Examination
    2012-06-27
Designations
Other Names
  • Vincent Lachman
  • Vincent V Lachman

View on SEC IAPD

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