Best Investors Account Sign in
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-07
TX RA APPROVED 2026-05-07
FL RA APPROVED 2025-03-19
  • GA RA
    APPROVED
    Since 2026-08-07
  • TX RA
    APPROVED
    Since 2026-05-07
  • FL RA
    APPROVED
    Since 2025-03-19

Branch Locations

3424 Peachtree Rd Ne Suite 1750, Atlantic, GA 30326 • 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
Boosther Inc. Delray Beach FL 12/2013 01/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 08/2015 01/2025
Charles Schwab & Co., Inc. Atlantic GA 01/2025 Present
Schwab Wealth Advisory, Inc. Atlantic GA 01/2025 Present
Previous Registrations
Other Businesses

1) Boosther Inc.|Investment Related: No|Nonprofit Charitable Organizations|Advisory Board Member|12/13/2013|Less than 20 hour/month - 0 during trading hours|MEMBER OF A BOARD TO HELP DIRECT COMMUNITY ENGAGEMENT EFFORTS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-23
S66 Uniform Combined State Law Examination 2015-11-03
  • S63 Uniform Securities Agent State Law Examination
    2021-12-23
  • S66 Uniform Combined State Law Examination
    2015-11-03
Designations
Other Names
  • Lorin Tyler Burke

View on SEC IAPD

More in Atlantic, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor