Best Investors Account Sign in

Lillian Theresa Ramirez

Schwab Wealth Advisory, Inc.

Oviedo, FL

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-05
FL RA APPROVED 2021-07-30
  • TX RA
    APPROVED_RES
    Since 2021-08-05
  • FL RA
    APPROVED
    Since 2021-07-30

Branch Locations

Oviedo, FL • 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. Oviedo FL 07/2000 Present
Charles Schwab Bank Orlando FL 05/2016 03/2020
Schwab Wealth Advisory Inc Oviedo FL 07/2021 Present
  • 07/2000 → Present
    Charles Schwab & Co., Inc.
    Oviedo, FL
  • 05/2016 → 03/2020
    Charles Schwab Bank
    Orlando, FL
  • 07/2021 → Present
    Schwab Wealth Advisory Inc
    Oviedo, FL
Previous Registrations
Other Businesses

1) Rental Property|Investment Related: No|2963 Chipper Dr NE, Palm Bay, FL, 32905, USA|Real Estate (Non-Agent/Broker)|Owner|10/1/2018|Less than 20 hour/month - 0 during trading hours|This a small home that my husband purchased to rent. It is managed by a property manager.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-15
S63 Uniform Securities Agent State Law Examination 2004-09-02
  • S66 Uniform Combined State Law Examination
    2007-10-15
  • S63 Uniform Securities Agent State Law Examination
    2004-09-02
Other Names
  • Lillian Thersa Ramirez
  • Lillian Ruiz

View on SEC IAPD

More in Oviedo, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor