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Byron Glenn Westerfield

Schwab Wealth Advisory, Inc.

Orlando, FL

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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 2025-12-22
TX RA APPROVED 2025-12-16
  • FL RA
    APPROVED
    Since 2025-12-22
  • TX RA
    APPROVED
    Since 2025-12-16

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 07/1995 Present
Schwab Private Client Investment Advisory, Inc. Orlando FL 01/2012 07/2021
Charles Schwab Investment Advisory, Inc. Orlando FL 07/2021 08/2021
Schwab Wealth Advisory Inc Orlando FL 12/2025 Present
  • 07/1995 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 01/2012 → 07/2021
    Schwab Private Client Investment Advisory, Inc.
    Orlando, FL
  • 07/2021 → 08/2021
    Charles Schwab Investment Advisory, Inc.
    Orlando, FL
  • 12/2025 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-06
S63 Uniform Securities Agent State Law Examination 1995-05-26
  • S66 Uniform Combined State Law Examination
    2003-02-06
  • S63 Uniform Securities Agent State Law Examination
    1995-05-26
Other Names
  • Byron Westerfield

View on SEC IAPD

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James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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