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Erica Denise Williams

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
TX RA APPROVED_RES 2021-01-11
FL RA APPROVED 2020-09-25
  • TX RA
    APPROVED_RES
    Since 2021-01-11
  • FL RA
    APPROVED
    Since 2020-09-25

Branch Locations

1991 Summit Park Dr., 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 12/2013 Present
Orlando Magic Orlando FL 12/2011 08/2018
Schwab Wealth Advisory Inc Orlando FL 09/2020 Present
  • 12/2013 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 12/2011 → 08/2018
    Orlando Magic
    Orlando, FL
  • 09/2020 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-07
  • S66 Uniform Combined State Law Examination
    2017-08-07
Other Names
  • Erica Williams

View on SEC IAPD

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Other Offices

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