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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-16
  • WA RA
    APPROVED
    Since 2025-07-16

Branch Locations

11100 Ne 8Th St. Suite 300, Bellevue, WA 98004 • 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 06/2022 10/2024
Seminole County Public Schools Sanford FL 01/2020 05/2022
The Student Conservation Association/Americorps Challis ID 05/2016 10/2016
Coretec Communications, Llc Sanford FL 09/2017 02/2019
Full Time Education Orlando FL 08/2013 12/2019
Full Time Education Guildford 02/2019 06/2019
The Student Conservation Association/Americorps Anchorage AK 05/2017 09/2017
Coretec Communications, Llc Lake Mary FL 10/2016 05/2017
Ameriprise Financial Services, Llc. Seattle WA 10/2024 05/2025
Schwab Wealth Advisory Inc Bellevue WA 06/2025 Present
Charles Schwab & Co., Inc. Bellevue WA 05/2025 Present
  • 06/2022 → 10/2024
    Charles Schwab & Co., Inc
    Orlando, FL
  • 01/2020 → 05/2022
    Seminole County Public Schools
    Sanford, FL
  • 05/2016 → 10/2016
    The Student Conservation Association/Americorps
    Challis, ID
  • 09/2017 → 02/2019
    Coretec Communications, Llc
    Sanford, FL
  • 08/2013 → 12/2019
    Full Time Education
    Orlando, FL
  • 02/2019 → 06/2019
    Full Time Education
    Guildford
  • 05/2017 → 09/2017
    The Student Conservation Association/Americorps
    Anchorage, AK
  • 10/2016 → 05/2017
    Coretec Communications, Llc
    Lake Mary, FL
  • 10/2024 → 05/2025
    Seattle, WA
  • 06/2025 → Present
    Bellevue, WA
  • 05/2025 → Present
    Charles Schwab & Co., Inc.
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-05
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-12-05
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Gavin Ahlers
  • Gavin Patrick Ahlers

View on SEC IAPD

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