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Livan Miguel Gomez

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 2022-04-21
TX RA APPROVED 2022-04-19
  • FL RA
    APPROVED
    Since 2022-04-21
  • TX RA
    APPROVED
    Since 2022-04-19

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
Wells Fargo Bank, Na Miami Beach FL 09/2019 10/2021
Wells Fargo Bank, Na Miami Beach FL 09/2016 08/2019
Wells Fargo Clearing Services, Llc Miami Beach FL 10/2021 04/2022
Miami Dade College Miami FL 07/2015 07/2018
Charles Schwab & Co., Inc. Orlando FL 04/2022 Present
Schwab Wealth Advisory Inc Orlando FL 04/2022 Present
  • 09/2019 → 10/2021
    Wells Fargo Bank, Na
    Miami Beach, FL
  • 09/2016 → 08/2019
    Wells Fargo Bank, Na
    Miami Beach, FL
  • 10/2021 → 04/2022
    Wells Fargo Clearing Services, Llc
    Miami Beach, FL
  • 07/2015 → 07/2018
    Miami Dade College
    Miami, FL
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 04/2022 → Present
    Schwab Wealth Advisory Inc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-10
  • S66 Uniform Combined State Law Examination
    2022-03-10
Other Names
  • Livan Miguel Gomez
  • Livan M Gomez

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