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Scott C Free

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 2025-11-18
TX RA APPROVED 2025-08-13
  • FL RA
    APPROVED
    Since 2025-11-18
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810-5900 • 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
Usaa Financial Planning Services Colorado Springs CO 04/2011 05/2020
Usaa Financial Advisors Inc Colorado Springs CO 02/2014 05/2020
Usaa Investment Management Company Colorado Springs CO 01/2018 05/2020
Freedom Resources Colorado Springs CO 01/2019 02/2024
Charles Schwab & Co., Inc. Orlando FL 05/2020 Present
Schwab Wealth Advisory, Inc. Orlando FL 06/2025 Present
  • 04/2011 → 05/2020
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 02/2014 → 05/2020
    Usaa Financial Advisors Inc
    Colorado Springs, CO
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Colorado Springs, CO
  • 01/2019 → 02/2024
    Freedom Resources
    Colorado Springs, CO
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 06/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
  • 2018-01-08 → 2020-05-24
    Usaa Investment Services Company
    San Antonio, TX
    Colorado Springs, CO
  • 2015-08-13 → 2018-01-08
    Usaa Financial Planning Services
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-12
S63 Uniform Securities Agent State Law Examination 2014-04-01
  • S65 Uniform Investment Adviser Law Examination
    2015-08-12
  • S63 Uniform Securities Agent State Law Examination
    2014-04-01

View on SEC IAPD

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Other Investors

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CHRISTOPHER CARL BLOHM
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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