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Tyler Robert Watkins

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 2024-08-27
  • FL RA
    APPROVED
    Since 2024-08-27

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
Charles Schwab & Co., Inc. Orlando FL 04/2022 Present
U.S Tactical Security Solution Orlando FL 05/2020 03/2022
Limitless Marketing Concepts Maitland FL 01/2019 12/2019
Unemployed Orlando FL 01/2020 05/2020
Village Airport Van Lady Lake FL 03/2017 06/2018
Maroon Harter Insights Orlando FL 08/2018 12/2018
University Of Central Florida Orlando FL 01/2015 12/2016
Schwab Wealth Advisory, Inc. Orlando FL 07/2024 Present
  • 04/2022 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2020 → 03/2022
    U.S Tactical Security Solution
    Orlando, FL
  • 01/2019 → 12/2019
    Limitless Marketing Concepts
    Maitland, FL
  • 01/2020 → 05/2020
    Unemployed
    Orlando, FL
  • 03/2017 → 06/2018
    Village Airport Van
    Lady Lake, FL
  • 08/2018 → 12/2018
    Maroon Harter Insights
    Orlando, FL
  • 01/2015 → 12/2016
    University Of Central Florida
    Orlando, FL
  • 07/2024 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Other Businesses

1) United states Tactical security solutions | Investment Related:No|1973 fireside ct.|Casselberry|FL.|32707|America|Security/Surveillance|Private Security Guard|5/4/2020|Less than 20|0|Providing un-armed security for venues

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-01-21
S65 Uniform Investment Adviser Law Examination 2021-11-24
  • S63 Uniform Securities Agent State Law Examination
    2022-01-21
  • S65 Uniform Investment Adviser Law Examination
    2021-11-24
Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
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

More in Orlando, FL

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