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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-04 |
| FL | RA | APPROVED | 2012-03-14 |
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 | 08/2004 | Present |
| Schwab Private Client Investment Advisory, Inc. | Orlando | FL | 01/2012 | 08/2019 |
| Schwab Wealth Advisory, Inc. | Orlando | FL | 08/2019 | Present |
1) ST. MARY MAGDALEN CATHOLIC SCHOOL | Investment Related:No|869 Maitland Avenue|Altamonte Springs|FL|32701|USA|Education|MEMBER OF SCHOOL FINANCE COMMITTEE BOARD|10/26/2015|Less than 20|0|My 2 children attend the St. Mary Magdalen Catholic School, I have been asked to be a member of the School Finance Committee. This is a role I will not be compensated for.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-11 |
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